724-548-1971

Financial Planning in Kittanning PA & Clarion PA

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Shellhammer Atwood Agency, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Shellhammer Atwood Agency, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Shellhammer Atwood Agency is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Shellhammer Atwood Agency today to see how Financial Planning can help achieve your goals.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Kittanning Office

331 Arthur St

Kittanning, PA 16201

Main office: 724-548-1971
Fax: 724-545-6458

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 7:00 PM
Sat: Closed
Sun: Closed

New Bethlehem Office

237 A Broad Street

New Bethlehem, PA 16242

Main office: 814-275-1166
Fax: 814-275-2679

Office Hours:

Mon: 9:00 AM - 4:00 PM
Tues: 9:00 AM - 4:00 PM
Wed: 9:00 AM - 4:00 PM
Thurs: 9:00 AM - 4:00 PM
Fri: 9:00 AM - 4:00 PM
Sat: Closed
Sun: Closed

Shippenville Office

9938 US-322, Ste 1

Shippenville, PA 16254

Main office: 814-226-8820
Fax: 814-226-8712

Office Hours:

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed

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