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 This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.FINRA/This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.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.
L0209022118[exp0310]
Securities licensed in the following states: CT, FL, NJ, NY and PA.