David Tanney, Financial Advisor located in Williamsport, PA

Financial Advisor
David Tanney

MBA, CFP®, AAMS®
1024 Washington Blvd, Williamsport, PA 17701opens in a new window
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Hospitality Professionals
  • Divorce Finances
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Running
  • Skydiving
  • Vintage Cars
  • Scuba Diving
  • Hiking

Team Members

  • Megan Fisher
    Associate Financial Advisor
  • Cora Bailey-Getz
    Branch Office Administrator
    MBA, FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(570) 329-3000

Fax

(877) 829-4207

Office Address

1024 Washington Blvd
Williamsport, PA 17701opens in a new window

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