Lifestyle Retirement Company

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Retirement Planning Services, Financial Planners, Financial Planning Consultants

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Today: Open 24 Hours

38 Years

in Business

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Business

(814) 231-2811Visit WebsiteMap & Directions409 S Pugh StState College, PA 16801 Write a Review

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Hours

Regular Hours

Mon - Sun:	Open 24 Hours

Lifestyle Retirement Company

Tax Planning
Tracey Childers is founder of Lifestyle Financial Matters. Ms. Childers’ work experience includes business planning, tax planning, retirement planning and financial planning, as well as investment securities. Ms. Childers holds a Bachelor of Science degree in Accounting from The Pennsylvania State University. She is a Certified Financial Planner (CFP®), and Enrolled Agent with the Internal Revenue Service. She holds Series 7, 63 & 65 licenses, and is a Registered Representative of World Capital Brokerage, Inc., a member of the FINRA and SIPC. She is also an Investment Advisor Representative (IAR) of World Capital Advisors, LLC, a Registered Investment Advisor.

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Fleming (13 miles)
Bellefonte (15 miles)

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Email

BBB Rating

Extra Phones

Phone: (814) 231-4921

Phone: (814) 861-2009

TollFree: (800) 841-3000

AKA

Lifestyle Investment Advisors

Other Link

http://www.e-lifestyle-retirement.com

Categories

Retirement Planning Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Rest Homes, Tax Return Preparation

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Details

Phone: (814) 231-2811

Address: 409 S Pugh St, State College, PA 16801

Website: http://www.e-lifestyle-retirement.com

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