A Heartfelt Thank You to Our Community
We are honored to be voted Best Financial Planners in the Tri-County Readers’ Choice Awards! This recognition means the world to our entire team at Venn Financial Solutions, because it comes directly from the people we serve every day in DuBois, Brockway, Clearfield, Curwensville, St. Marys, Ridgway, Johnsonburg, Brookville, & Punxsutawney.
To our clients, friends, and community members—thank you for your trust, your votes, and your continued support.
Why Choosing the Right Financial Planner Matters
If you’re nearing retirement or already retired in the area (DuBois, Altoona, and surrounding communities), choosing the right financial planner can have a major impact on your future.
A qualified financial advisor helps you:
- Create reliable retirement income
- Protect your savings from market volatility
- Reduce unnecessary taxes and fees
- Plan for healthcare and Medicare costs
- Avoid running out of money in retirement
At Venn Financial Solutions, we specialize in helping individuals and families age 55+ navigate these critical financial decisions with clarity and confidence.
What Sets Venn Financial Solutions Apart
Being named the Best Financial Planner in the Tri-County area isn’t something we take lightly. Here’s what makes our approach different:
1. Fiduciary, Client-First Advice
We are fiduciary advisors, which means we are legally and ethically committed to acting in your best interest—always.
2. Retirement Income Specialists
We focus on strategies designed to create predictable, sustainable income so you can enjoy retirement without constant financial stress.
3. Medicare & IRMAA Planning Expertise
Healthcare costs are one of the biggest risks in retirement. Our team includes specialized knowledge in Medicare planning and IRMAA strategies to help you avoid costly surprises.
4. 65+ Years of Combined Experience
Our team brings decades of real-world experience helping clients protect and grow their wealth through changing markets and life transitions.
Serving the Tri-County Community
We proudly serve individuals and families in:
- DuBois, PA
- Altoona, PA
- Clearfield County
- Jefferson County
- Elk County
- Clarion County
- Indiana, PA County
- Blair County
Our mission is simple:
👉 Help you retire with confidence, clarity, and peace of mind.
What This Award Means to Us
Winning the Tri-County Readers’ Choice Award for Best Financial Planners is more than just a title—it’s a reflection of the relationships we’ve built and the results we strive to deliver.
We understand that retirement isn’t just about numbers—it’s about:
- Spending time with family
- Traveling
- Enjoying the lifestyle you’ve worked hard for
And we’re here to help make that possible.
Ready to Plan Your Retirement?
If you’re within 5–10 years of retirement (or already retired) and want a clear plan for income, taxes, and protection, we’re here to help.
👉 Schedule Your Complimentary Retirement Review
We’ll walk you through:
- Your current financial picture
- Potential risks you may not see
- Opportunities to improve your retirement plan
No pressure. Just clarity.
Final Thoughts
Once again, thank you for voting Joe Zappia & Team – Venn Financial Solutions as the Best Financial Planners in the Tri-County Readers’ Choice Awards.
We’re proud to serve this community—and even more excited to continue helping you protect and grow what matters most.
Call Joe Zappia, CRPC® & Team at Venn Financial Solutions
(814) 371-4901 or 1-800-569-2867
