Wealth Management
Arize has partnered with Battaglia Associates Wealth Advisors to connect individuals and business owners with financial planning, investment, insurance and retirement-plan guidance.
Build a strategy around your life
Planning begins with your goals, financial picture and comfort with risk. Battaglia Associates offers coordinated services designed around each client’s needs.
Financial planning
Develop a roadmap that connects today’s cash flow, savings and decisions with long-term goals.
Investment management
Create and monitor an investment strategy based on goals, time horizon and tolerance for risk and loss.
Retirement planning
Evaluate retirement income needs, savings progress and strategies for the years ahead.
Tax planning coordination
Consider tax implications as part of a broader financial strategy in coordination with qualified tax professionals.
Estate plan coordination
Coordinate financial planning with the work of your attorney and other professional advisors.
Insurance planning
Review how life and long-term care insurance may fit within a comprehensive financial plan.
Support retirement readiness and succession
Business services focus on retirement-plan design, participant support and long-term planning for owners and organizations.
Group retirement plans
- 401(k) and other eligible employer plans
- Plan design and provider coordination
- Participant education and retirement-readiness support
Owner-focused plans
- Solo 401(k) plans
- Profit-sharing and cash-balance plan strategies
- Solutions for professional practices and closely held businesses
Fiduciary support
Review plan structure, platform options and investment-related fiduciary responsibilities with an experienced advisor.
Business succession planning
Coordinate ownership transition, liquidity, retirement income and related planning considerations.
Experience with a local connection
Battaglia Associates Wealth Advisors is an independent firm serving individuals and businesses from the State College area.
John S. Battaglia, Jr.
John brings more than 40 years of financial-services and business leadership experience to financial planning, investment management and retirement-plan consulting.
Nicholas T. Battaglia
Nick is a CERTIFIED FINANCIAL PLANNER™ professional focused on helping individuals and business owners develop personalized financial and retirement strategies.
Connect with Arize locally
Questions about the partnership? Visit or call any Arize office, or contact Battaglia Associates directly for wealth-management services.
Science Park
650 Science Park Road
State College, PA 16803
Benner Pike
1145 Benner Pike
State College, PA 16801
Huntingdon
9902 Shaner Blvd.
Huntingdon, PA 16652
Ready to start a conversation?
Battaglia Associates’ office is located at 124 Heiskel Drive, Port Matilda, PA 16870.
Financial products and services are not deposits of, or guaranteed by, Arize Federal Credit Union or any bank or credit union; are not insured by the NCUA, NCUSIF, FDIC or any agency of the United States or state governments; may fluctuate in value; and are subject to investment risk, including possible loss of principal.
Securities and advisory services are offered through United Planners Financial Services, member FINRA/SIPC. Battaglia Associates Wealth Advisors, United Planners Financial Services and Arize Federal Credit Union are not affiliated.
Information on this page is for general informational purposes and is not tax or legal advice. Consult qualified tax or legal professionals regarding your individual situation. Services are available only where the applicable financial professional is properly registered or licensed.