Broker Check
Nicholas Poulos, AIF ChFC LUTCF

Nicholas Poulos, AIF ChFC LUTCF

Vice President, Financial Advisor

Nick has been practicing as a professional investment advisor since 1990, and in that time has earned the Chartered Financial Consultant (ChFC) designation and has been awarded the Life Underwriters Training Counsel Fellowship (LUTCF) designation by the National Association of Life Underwriters. Nick serves clients in Clearfield, Centre, Blair, and Huntingdon Counties from his offices in Clearfield, PA, and Huntingdon, PA. Nick understands that each client’s goals are unique and evolving, and he prides himself on gaining a deep knowledge of their needs before making recommendations. Nick’s services include an emphasis on Retirement Income Strategies, Broker Services, Long-Term Care, Life, and Disability Insurance as well as Pension and 401(k) investment strategies. When Nick isn’t traveling, he enjoys golfing and NFL football.


Shawna Guelich
Sales Assistant
Phone: 814-762-8898