Rental/Bonus Payments can create large tax implications and PENALTIES. Get professional help.

 

A Listing of CPA's and Financial Planning Professionals:

 

 

The following list of professionals have not been vetted or screened by Penn State Cooperative Extension, nor does their listing equate to an endorsement.  This list is only for information purposes.  Before you select a planner to assist you with managing money, be certain to interview 2-3 providers, compare their services and then make the best choice for you and your family.  Click below for a link to questions to ask financial planners.

 

CFP

 

NAPFA

 

 

Click here to learn how to put information on this page.

 

Click on the"Link" in the name to see more information about each company!

 

 

 1. Edwards Financial 

 

     Owen T. Edwards, III

     Financial Advisor

     1418 Main Street

     Suite 104                        

     Peckville, PA 18452

    Telephone: (570) 291-9916 

      E-mail: ote3@verizon.net   

 

         *MINIMIZE THE TAX ON YOUR BONUS MONEY!

                  (Call us BEFORE you sign your lease.)

                  *Click here for more information....more !

 

 2.  Lochen & Chase, P.C.

      Certified Public Accountants

 

      Providing quality accounting services for individuals and businesses year around.

      Now offering free consultations for gas lease considerations and tax projections.

 

                                                   Gordon W. Chase, CPA

                                                   gchase@lochen-chase.com

 

      Two Convenient offices:

      Kevin Hallock, CPA                                                    Sarah Pipech, Staff Accountant

      Khallock@lochen-chase.com                                      Spipech@lochen-chase.com

      4 Hollowcrest Corners                                              PO Box 327  66 Main St.

      Tunkhannock, PA  18657                                          Nicholson, PA  18446

      (570) 836-3868                                                        (570) 942-4578

 

      Please visit our website for more information about our firm:  www.lochen-chase.com

 

 

3.

    

Paul M. Vitiello

Financial Consultant

The Honesdale National Bank

724 Main St P.O. Box 350

Honesdale, PA 18431

570-253-3362 Ext 1652

www.hnbbank.com

Services: Mutual Funds, Annuities, Retirement Planning, Long Term Care, Broker Services,

Estate Planning, Trust Services.

 

4.

Stone House Wealth Management, LLC

28 Maple Street, Montrose, Pa 18801

Toll Free: 1-877-SHWM-GAS

Educational Websites:

www.NEPAGas.com

www.STNYGas.com

Company Website:

www.stonehousewealthmanagement.com

Email:

rstone@stonehousemail.com

rbrown@stonehousemail.com

 

Click here to see ....MORE!

 

 

5.  Robert J. Angelo, CPA, CFP

     Financial Consultant

    Wachovia Securities, LLC

     300 Welsh Road, Building Two
     Horsham, PA 19044

    Telephone: 215-659-2500 (180)

     Toll Free: 800-444-5698
    Cell: 215-262-2486
      E-Mail Robert.angelo@agedwards.com - Web Site www.agedwards.com/fc/robert.angelo
      Consultations available without obligation or cost. Please feel free to call or e-mail me at the numbers above if you would like more information.
 
 
 
6.  Josh Sheard, MBA
      Registered Representative
      Sage Investments, Inc.
      391 Boyds Mills Road
      Milanville, PA 18443
      Phone: 570-729-1020
      Website: www.SageInvestmentsInc.com
      E-mail: jsheard@cfiemail.com
      Offering a full line of invesmtent options, customized to meet your specific needs.
 
7. Richard "Rick" Little
     Financial Consultant
     FIRST LIBERTY INVESTMENT SERVICES
     198 E. Tioga Street

    Tunkhannock, PA  18657

    (570) 836-2100

    Website: http://www.communityinvestmentservices.com/

 

8.Capstone Weatlh Management Group

 

     Robert G. Schultz - Wealth Manager

      Bryan A. Kupchik - Wealth Manager

 

    285 East Grove Street

    Clarks Green, PA 18411

    Toll Free:  888-587-PLAN or (570) 587-7800

 

 

 

  If you have signed a gas lease or intend to,

  you have many financial decisions to make. 

  We provide responsible financial planning to 

  help grow and protect your wealth for generations 

  to come.  Please call or email us for a no-obligation consultation. 

 

 bryan.kupchik@lpl.com      robert.schultz@lpl.com

 

 

Recent Press Releases...Click below for more information:

 

http://www.thetimes-tribune.com/site/news.cfm?newsid=19659487&BRD=2185&PAG=461&dept_id=415898&rfi=6 

 

 

 

9. Bernard Martin Jr., CFP CPA/PFS

     Financial Advisor

     LPL Finanical Services

     415M Pine Hill Drive

     Falls, PA 18615

     Toll Free: 866-752-1250

     Email: bernard.martin@lpl.com 

 

10. Jeffrey M. Beilman

      Financial Advisor

      Ingargiola Wealth Management Group

      203 North Blakely Street

      Dunmore, PA 18512

      570-961-1161

      Email:  jeffrey.beilman@iwmg.us

 

 

11. Bernard Martin Jr., CPA

       Denise Martin, CPA

      Certified Public Accountants

      415M Pine Hill Drive                                              

      Falls, PA 18615

      570-378-2825

      Toll Free: 866-752-1250

 

      400 Third Ave Suite 317

      Kingston, PA 18704

      570-287-4712

      Email: bernard.martin@epix.net

 

 

 

12. Francis A. Kenia

      Investment Advisor Representative

      LPL Financial Services

      Stone Hedge C.C.

      RR#1 Box 1508

      Factoryville, PA 18419

      570-836-1682

      Toll free 877-550-2708

      Email:francis.kenia@lpl.com

 

 

 

 

 

 

13.   Timothy H. Sutherland CFP, CPA

        Living Wealthy Advisors / Wealth Management Division of AgChoice Farm Credit

        3301 W. Market Street

        York, PA 17404

        Telephone:  800.246.6893

        tim@livingwealthyadvisors.com

        www.livingwealthyadvisors.com

 

        As part of AgChoice Farm Credit, the leading farm credit association in Pennsylvania, our wealth management team specializes in working  

        with farmers and agribusiness owners to satisfy a wide range of financial planning, investment and insurance needs.  We have a

        specific expertise in natural gas/energy investing and welcome the opportunity to help you make the best financial decisions for your family. 

 

 

14.  

UBS Financial Services, Inc.
670 North River St, ste 400
Plains, PA 18705
Toll Free (800) 233-8602

 

 
Corey Golden
Financial Advisor
Golden Wealth Management Group
corey.golden@ubs.com
ubs.com/team/goldenwmg
(570) 200-3077
Terrence McMahon                     
Financial Advisor
terrence.mcmahon@ubs.com
www.ubs.com/fa/terrencemcmahon      
(570) 200-3071
 
 
15.

InFirst

Financial Advisors LLC
 
Robert C. Nagel, CFP
Registered Representative
nagelr@financialnetwork.com
 
Kathy M. Mock
Registered Representative
mockk@financialnetwork.com
 
949 Philadelphia Street
Indiana, PA  15701
Toll Free 866-349-3006
Website:  www.infirstfinancial.com
  

 

16. 

Co-exprise, Inc.

6000 Brooktree Road, Suite 200

Wexford, PA 15090

 

Contact Christopher Cracraft

Email: ccracraft@co-exprise.com

Phone: (724) 933-1180

 

We help landowners obtain the highest possible bonus payment and royalty percentages

through a strategic bidding process and state-of-the-art, internet-based bidding technology 

 

 

 

 

17.  Your Money Matters

Offering Estate and Tax Planning Services

 
We have over 20 Years experience helping farmers and small business owners reduce Income and estate taxes.
Our team of professionals will help you plan for the tax, legal and financial implications of your Gas Lease.
 
2382 Elmira St.                                                Other Locations
Sayre PA, 18840                                              301 West Grove st
Toll Free 1-800-729-1564                              Clarks Summit PA 18411 
 
 
18.  Appelman Financial www.appelmanfinancial.com  
  
     Mr. Lynn C. Appelman - CFP Certified Financial Panner, ChFC Chartered Financial Consultant - 25 years experience
     Mrs. Alissa Conklin  - Registered Investment Advsior, Registered Financial Paraplanner, Tax Preparrer 
 
Big city capability with a small town feeling.  We offer investment, tax and estate planning advice on your gas lease.   We use the TD Ameritrade platform to manage our clients investment funds.  Call for a FREE consultation!
 
250 Schoolhouse Rd.
Bloomsburg, PA  17815  
570-784-1716 or 800-598-4998 
 
 

 

 

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