Arize has partnered with a local financial services firm providing wealth management and financial planning services, Battaglia Associates Wealth Advisors, to provide our members with an excellent lineup of services to meet your investment, financial planning, and insurance needs. For our business members, they also specialize in 401(k) retirement plans and other business services.
Their founder, John Battaglia, has over 40 years of financial services experience and is a CPA and an Accredited Investment Fiduciary. His partner, Nick Battaglia, has ten years of experience in the financial services industry and is a Certified Financial Planner. When the Arize team got to know John and Nick, it was apparent they shared similar values to all of us at Arize. They care for their clients deeply and constantly strive to exceed their expectations. Their focus is helping individuals and businesses plan and develop sound financial strategies to grow and protect their financial futures.
Their individual and business services are highlighted below. More detailed information can be found on their website at www.bawealth.net.
Family and Individual Services
- Financial planning
- Investment management
- Life insurance
- Long-term care insurance
- Tax planning
- Estate plan coordination
- Charitable giving
Business Services
- Group 401(k) plans
- Solo 401(k)plans
- Cash balance plans
- Business succession planning
Please reach out to any of us at Arize for more information or contact John or Nick directly. We know they are excited to meet you and to begin helping you plan for your future.
Arize Federal Credit Union Locations:
- 650 Science Park Road, State College, PA 16803
(814) 237-5458 - 1145 Benner Pike, State College, PA 16801
(814) 238-9619 - 9902 Shaner Blvd., Huntingdon, PA 16652
(814) 643-7910
Battaglia Associates Wealth Advisors
- 19 Colonnade Way, Suite 117, PMB#274, State College, PA 16803
| John S. Battaglia, Jr., CPA, AIF | Nicholas T. Battaglia, CFP |
|---|---|
| john@bawealth.net | nick@bawealth.net |
| 814-900-7542 | 814-9007541 |
FINANCIAL PRODUCTS AND SERVICES ARE NOT A DEPOSIT OF, OR GUARANTEED BY, ARIZE FEDERAL CREDIT UNION OR ANY BANK OR CREDIT UNION, NOR ARE THEY INSURED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION OR NCUSIF OR ANY AGENCY OF THE UNITED STATES OR STATE GOVERNMENTS, AND AS SUCH THEY MAY FLUCTUATE IN VALUE AND ARE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.
John S. Battaglia, Jr. and Nicholas T. Battaglia are Registered Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Battaglia Associates Wealth Advisors, United Planners and Arize Federal Credit Union are not affiliated.