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Culbertson Financial Services

Centre County, Pennsylvania
Contact: Daryl Schafer
3075 Enterprise Drive, Suite 200, State College, PA 16801
Phone: (814) 231-4710
Email: dschafer@culbertsonfinancial.net

About Us:

Culbertson Financial Services brokers Life, Health, Dental, Vision, and Disability Insurance for both employer groups and individuals. We are an independent firm that shops top-rated carriers such as Blue Cross, Blue Shield, Health America, Geisinger, UPMC, Fortis, Principal, Unum-Provident, Met-Life, The Hartford, Delta Dental, Vision Benefits of America, Guardian, etc.

We also establish group retirement plans and individual investments to fit the client's needs and objectives including 401(k)s, SIMPLE Plans, SEPS, Traditional IRAs, Roth IRAs, Mutual Funds, Annuities, Limited Partnerships, and Tax Credits. Some of the investments companies that we work with include American Funds, Pacific Life, U.S. Allianz, Nationwide, Oppenheimer, and ING. We develop financial strategies, including retirement, college, estate, and insurance plans.

Business owners also look to us for Cafeteria Plans, POP Plans, Section 105 Plans, Health Reimbursement Arrangements, Health Savings Accounts, Key-Person Life/Disability Insurance, Overhead Life/Disability Insurance, and Employee-paid Benefits for their workers.

Personally, my extensive background in agriculture production and agri-business allows me to speak the language and understand the unique needs of the agriculture community.

Location Map:

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Business Hours:

Monday:
8 AM - 5 PM 
Tuesday:
8 AM - 5 PM 
Wednesday:
8 AM - 5 PM 
Thursday:
8 AM - 5 PM 
Friday:
8 AM - 5 PM 
Saturday:
 
Sunday:
 

Season:
Exceptions:
 

Classification of Business:

Services

  • Insurance




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