Broker Check

PO Box 372
107 Pearl Street
Cochranton, PA 16314

Judith Shonnard

(814) 425-3953



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies *
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Judith Shonnard through her affiliation with Avantax.

Ms. Shonnard has over 25 years of professional experience in Tax Preparation and over a decade of Investment Planning experience. Her business has been located in Cochranton since 1989. As owner, Judy maintains a hands-on approach to...

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Ms. Preston has over 23 years of professional experience in Tax Preparation and has been a Representative Assistant since 1999. She places a strong emphasis on advertising, computer technology, website development, and office...

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Ms. Lazusky joined the office in 2006 and is no longer the “new face” at the front desk, having moved into her own office for the 2014 filing season. Christine brings a variety of customer service experience to our office. We are...

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