Joe Zappia - Venn Financial Solutions

More Info

General Info

Welcome to Joe Zappia, III, CRPC(R) & Team at Venn Financial Solutions with offices in Altoona, Pittsburgh, & DuBois! We are open by appointment only. We help people protect & grow their money and were voted the 2021 Best Financial Planners - Gold in the Best of Tri-County! We give families the ability to plan for long-term safety and security. Venn Financial Solutions are licensed fiduciaries and Veteran Owned. Our team will help you make decisions that will work best for you. Contact us today for more information or to set an appointment! Joseph C. Zappia, III, CRPC(R), CFEI, & Robert J. Knox of Venn Financial Solutions offer Investment Advisory Services through their registration with Venn Wealth & Benefit Services, LLC. A Pennsylvania Registered Investment Advisor. Venn Financial Solutions and Venn Wealth & Benefit Services, LLC are not affiliated entities.

Email

Email Business

Extra Phones

TollFree: (800) 569-2867

Vanity: () -

Services/Products

Tax Planning, Insurance Planning, Estate Planning, Asset Management, Financial Education Workshops, Financial Management, High Net Worth Life Insurance, Supplemental Insurance, Business Owner Insurance, Health Insurance.

Payment method

amex, discover, mastercard, visa, paypal, check

Location

Located in the DuBois Chamber Building

Other Link

http://www.zappiainsurance.com

Social Links

Categories

Investments, Financial Planning Consultants, Health Insurance, Investment Advisory Service, Life Insurance

Reviews

Details

Phone: (814) 371-4901

Address: 103 Beaver Drive, DuBois, PA 15801

Website: http://www.zappiainsurance.com