LOCK HAVEN — Investing can be tricky. Diversified Asset Planners makes it easy for you.
At Diversified Asset Planner, or DAP as it is commonly known, they pride themselves on being able to help those trying to navigate the world of investing.
In accordance with its mission statement, DAP offers “experienced retirement planning through time-tested processes in any market.” This too “works to provide clients with financial security in uncertain times and to eliminate financial management worries.”
“DAP has been in business for over 30 years,” explained Bob Thompson, a registered representative of DAP. “This will be our 17th year at Lock Haven.”
DAP is located in the heart of downtown Lock Haven at 126 E. Main St.
He also has an office at State College at 1524 W. College Ave.
Between the two locations, DAP has 10 registered representatives and five administrative assistants who manage more than $750 million in client assets.
The Lock Haven office is proud to announce two new Registered Representatives, Amber Malek and Taylor Leitzell, who join Garrett Swartz and Bob at the firm.
DAP does a bit of everything – from retirement planning, investment planning, individual savings and life insurance to small business pension plans.
DAP also manages pension plan rollovers.
Thompson said: “It’s probably one of the biggest parts of our business. People are retiring; they have a 401k or another type of retirement plan they need help switching to their own IRA. We are here to help them in this process.
At DAP, the focus is on customer needs. They meet with clients primarily by referral and believe private one-on-one meetings are most effective when discussing confidential and life-changing events, such as retirement and financial breakdown.
According to DAP’s website, its No. 1 strength is service. DAP aims to serve the customer first, whether the market is good or bad. Representatives keep a close eye on the market and make cautious but rewarding suggestions to the best of their abilities.
DAP’s goal is to help clients better understand the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation. Most importantly, he hopes clients see the value of working with qualified professionals to pursue financial goals and understand the opportunities and potential rewards that are available when they take a proactive approach to a client’s personal financial situation. .
“At DAP, we are here to help educate investors on the basic concepts of money management; help them learn more about who we are; and give them quick and easy access to market performance data. We hope you will take advantage of this resource and visit us often. Our website provides information defining different plans, calculators and articles giving insight into the daily market. Our online videos will give you a better idea of how to handle the variety of financial situations you may encounter,” said Thompson.
DAP is extremely community driven. They are very communal. They sponsor several local events such as the Clinton United Way County Sports Night and Fine Auction and the Lock Haven YMCA Black and White Ball. They also support most local sports and sponsor several youth sports teams.
For more information about DAP, visit www.diversifiedassetplanners.com or call (570) 748-3475.
Diversified Asset Planners
126 E. Main Street, Lock Haven, PA 17745
570-748-3475 / www.diversifiedassetplanners.com