Diversified Asset Planners

Diversified Asset Planners Securities offered through J.W Cole Financial, Inc. (JWC) member FINRA/SIPC
Diversified Asset Planne Our main focus is on the need of the clients.

Diversified Asset Planners was founded on June 10th, 1987 by four individuals including two of our current representatives Donald Leitzell and Nicholas Accordino. We have evolved to having ten planners and seven administrative assistants who manage over $700 million in client assets. We meet with clients mainly by referral and believe private one-on-one meetings are most effective when discussing

such confidential and life-changing events such as retirement and financial allocation. Our number one strength is service. We serve the client first whether the market be good or bad. We closely monitor the market and make conservative but rewarding suggestions to the best of our ability. Our goal is to help clients gain a better understanding of the financial concepts behind insurance, investing, retirement, estate, planning, and wealth preservation. Most important, we hope clients see the value of working with skilled professionals to pursue financial goals and understanding the opportunities and potential reward that are available when taking a proactive approach to client’s personal financial situation. We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Our website provides information defining different plans, calculators, and articles giving insight into the daily market. Our online videos will give you a better idea of how to handle the variety of financial situations you may be handling.

Happy Juneteenth! In observance of the holiday, our offices will be closed on Friday, 6/19. We will resume normal busine...
06/19/2026

Happy Juneteenth! In observance of the holiday, our offices will be closed on Friday, 6/19. We will resume normal business hours on Monday, 6/22.

06/08/2026

❗️Our State College office is currently experiencing issues with its phone line. We hope to have the problem resolved shortly. In the meantime, if you need assistance, please contact us by email. Thank you for your patience and understanding! We will provide updates as they become available!

🗳 Voting is now open for Centre County Favorites 🗳We have been nominated for best Financial Planner!HOW TO VOTE:Go to ww...
06/02/2026

🗳 Voting is now open for Centre County Favorites 🗳
We have been nominated for best Financial Planner!
HOW TO VOTE:
Go to www.votecentrecounty.com
Click “Services”
Click “Financial Planner”
Select “Diversified Asset Planners”
Click “Review and Cast Ballot”
Complete your vote!
And the best part… you can vote once a day, every day, until June 5th!
Thank you for your continued support!

☀️ DAP's Summer Hours Begin This Week! ☀️Starting this Friday, May 29th, we will be closing at 1:00 PM on Fridays for th...
05/27/2026

☀️ DAP's Summer Hours Begin This Week! ☀️

Starting this Friday, May 29th, we will be closing at 1:00 PM on Fridays for the summer season. Our regular business hours will resume the week of September 7th, following Labor Day.

Thank you, and we hope everyone has a wonderful summer! 🌼

Happy Memorial Day Weekend! 🇺🇸In observance of Memorial Day, our office will be closed on Friday, May 22nd - Monday, May...
05/22/2026

Happy Memorial Day Weekend! 🇺🇸

In observance of Memorial Day, our office will be closed on Friday, May 22nd - Monday, May 25th. We will resume normal business hours on Tuesday, May 26th. Thank you and enjoy your Memorial Weekend!

“This nation will remain the land of the free only so long as it is the home of the brave.” —Elmer Davis

🪴To celebrate National Volunteer Month, we spent yesterday afternoon spreading mulch around Centre Care!A huge thank you...
04/28/2026

🪴To celebrate National Volunteer Month, we spent yesterday afternoon spreading mulch around Centre Care!

A huge thank you to Centre Care for welcoming us back—we truly appreciate the opportunity to give back to our community. We are already looking forward to next time!

04/27/2026

Prep today means fewer regrets tomorrow.

Happy Administrative Professionals Day! A special thank you to the wonderful team here at DAP—Alicia, Bitta, Cori, Diann...
04/22/2026

Happy Administrative Professionals Day! A special thank you to the wonderful team here at DAP—Alicia, Bitta, Cori, Dianne, Fatia, Heidi, Kaleigh, and Maddy. We’re so grateful for all that you do!

04/20/2026

These money moments hit hard. Stay prepared.

04/13/2026

Plan for the moments that reshape your finances.

Address

1524 West College Avenue
State College, PA
16801

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18142342500

Website

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