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.
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!
Owen T. Edwards, III
Financial Advisor
1418 Main Street
Suite 104
Peckville, PA 18452
Telephone:
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
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
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:
Company Website:
www.stonehousewealthmanagement.com
Email:
Click here to see ....MORE!
5. Robert J. Angelo, CPA, CFP
Financial Consultant
Wachovia Securities, LLC
Telephone: 215-659-2500 (180)
Tunkhannock, PA 18657
(570) 836-2100
Website: http://www.communityinvestmentservices.com/
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
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.
16.
Offering Estate and Tax Planning Services
# of Visitors
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