Welcome

Our mission at DeFrate & Paavola is to help our clients accumulate and protect their assets. 

Our philosophy is that money is a tool.  It helps you reach your life goals but is not an end goal in itself.  Our success is not measured by performance statistics but rather by our success in achieving your goals.

Our strategy is to manage risk in every aspect of your financial life.  This includes managing risk related to your investments, the risk of living too long or dying too early, and the risk of not being able to earn a living.




Securities offered through registered representatives of Walnut Street Securities, Inc. (WSS), member FINRA/SIPC.  Investment advisory services offered through PFG Financial Advisors, a registered investment advisor.  PFG Financial Advisors is not a subsidiary or control affiliate of WSS.  Branch Office: 270 Walker Drive; State College, PA 16801.  Phone: 814-238-0544.

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Securities licensed in the following states: CT, FL, NJ, NY and PA.

 

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This calculator is designed to help you clarify your comfort level with investment risk.

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The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

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Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

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