General Info

Mission StatementKooman & Associates Inc. in Altoona, PA, our role is to connect your wealth with your life. Our team integrates the processes of financial planning and wealth management around your personal goals and life plan. We believe decisions about your life come before decisions about your money. Our approach to managing your wealth is tailored specifically to you, your values, and your individual situation. We work with you to create your financial road map, because we recognize that beyond managing investments, you measure success by using your financial resources to live the life you want. We make it Simple. We simplify complex financial issues by establishing a clear path and plan that encompasses your life, not just pieces of it.