Our Services


NITTANY BROKERAGE SERVICES, INC. can provide you with an independent, consistent, and honest approach to all your financial needs. Along with dedicated personal service from a team of professional advisors who help you plan and invest towards your goals, you will gain access to an unlimited range of well known investments, insurance products and services and the convenience you expect from an independent financial partner.

 

 

 An Independent Universe of Products and Services

PLANNING AND EDUCATION SERVICES

Customized professional planning and educational services for retirement, investments, legacy, insurance, education, and business planning.

RETIREMENT PLANS

401(k), Single 401(k), Safe Harbor 401(k), 403(b), 457(b), 401(a), Top Hat, Simple IRA, SEP IRA, Keogh, and Roth and Traditional IRA

INVESTMENTS

Mutual Funds, Fixed and Variable Annuities, Money Market Accounts, Stocks, and Bonds

FEE-BASED INVESTMENT MANAGEMENT AND ADVICE

Brokerage Services, Managed Plans, and Wrap Accounts

LIFE AND ACCIDENTAL DEATH INSURANCE

Multiple providers for group and individual term, fixed and variable universal life and whole life

LONG TERM CARE INSURANCE

Multiple providers for group and individual policies

DISABILITY INSURANCE

Multiple providers for group and individual plans, short-term, and long-term policies

HEALTH INSURANCE

Multiple providers for group and individual policies

DENTAL AND VISION

Multiple Providers

COMMERCIAL PROPERTY AND CASUALTY INSURANCE

Multiple providers (products & services offered through a Preferred Partner)

WORKERS COMPENSATION

Multiple providers (products & services offered through a Preferred Partner)

RESIDENT HOME, AUTO, & UMBRELLA INSURANCE

Multiple providers (products & services offered through a Preferred Partner)

TITLE INSURANCE

Residential, Commercial, & Raw Land (Products & Services offered through Preferred Partners)

LEGAL SERVICES

Wills, Deeds, Trusts, Estate Settlement (products & services offered through Preferred Partners)

INCOME TAX SERVICES

Individual & Business services are referred to qualified tax professionals.(NEXT and Nittany Brokerage representatives are not offering tax advice or services.)

MORTGAGE SERVICES

Multiple Providers

FOR MORE INFORMATION about NITTANY BROKERAGE contact us today!

 

Nittany Brokerage Services, Inc., Nittany Insurance Agents, Inc. & Nittany Closing Company LLC. are affiliated entities.
Professional Income Tax, Legal, Title or Mortgage Services are provided by referral sources.
Property & Casualty Insurances are offered through Nittany Brokerage Services, Inc., Nittany Insurance Agents, Inc. & brokered referral agencies.
Securities and investment advisory services offered through NEXT Financial Group, Inc. (NEXT), member FINRA/SIPC

NEXT Financial Group, Inc. is not affiliated with any of the entities mentioned above.