Joseph A. Gordon
J.W. Cole Financial, Inc.
Financial Advisor in State College, PA
Address:1524 W College Ave, Ste 1
State College, PA 16801
About Joseph A. Gordon
I am a registered Representative and Investment Advisor with a deep commitment to assisting individuals, businesses and organizations in creating comprehensive financial roadmaps. My primary goal is to employ a client-centric approach and develop targeted strategies that align with your unique needs. Following a successful career in corporate finance, I pursued my lifelong aspiration of becoming a personal financial advisor. In 2009, I embarked on this journey by partnering with Diversified Asset Planners, Inc., an esteemed company that has been serving clients since 1987. In addition to my extensive corporate finance background, I hold a FINRA series 7,63, and 65 licenses. Moreover, I specialize in offering life, health, accident, disability and long-term care insurance solutions.
Professional Profile
Education and Degrees
Bachelors of Science-Finance/Economics Penn State University Master's Business Administration Bucknell University
Languages
Joseph Gordon provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Business Succession Planning
- Comprehensive Financial Planning
- Education Planning
- Employee and Employer Plan Benefits
- Estate Planning
- Insurance Planning
- Investment Planning
- Long-term Care
- Retirement Planning
- Small Business Planning
Industry Specialties
- Architects
- Arts and Creative Services
- Automotive
- Colleges and Schools
- Computer Consulting
- Construction
- Dentists and Doctors
- E Commerce
- Entertainment
- Enviornmental Services
- Farming and Agriculture
- Financial Institutions
- Gas and Oil
- Healthcare
- Insurance
- Lawyers
- Manufacturing
- Mining
- Mortgage Banking
- Non Profit Organizations
- Real Estate
- Resturants
- Software Design
- Technology
- Transportation
- Utilities
- Wholesalers
Contact Information
Address:
Joseph Gordon1524 W College Ave, Ste 1
State College, PA 16801
Phone Number:
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Website:
https://jgordonfinancial.com/
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