Business Structure
Ameritas Investment Company/Ameritas Advisory Services
Beltz Financial Group aligns with Ameritas Investment Company, and Ameritas Advisory Services providing access to a wide range of investment programs and platforms. This access is needed for effective planning when it concerns accumulation goals along with retirement goals. Along with Dave Beltz, there are other advisors aligned with AIC/AAS through the firm.
Ameritas Insurance Company
Beltz Financial Group provides wholistic planning for many of our clients. In this process, prudent risk management is a critical component of this planning process. Beltz Financial Group aligns with Ameritas Insurance Company, a top tier Mutual Insurance company to provide a variety of risk management solutions such as Life Insurance, disability income insurance, LTC insurance, dental insurance, vision insurance along with many other insurance solutions. Dave Beltz is a General Agent with Ameritas along with many other advisors who are partnered with Ameritas through the Beltz Financial Group.
Beltz Financial Group General Agency
As an independent advisor, Beltz Financial Group partners with many other well-known insurance carriers when the need arises. This supports our objective to always bring to bear the best options for every client.
Strategic Partnerships
Beltz Financial Group has developed these strategic partnerships to bring all necessary resources to bear on every client experience. Many of these partnerships have knowledge which overlaps and is necessary in many planning scenarios. Estate Attorney, CPA, Property Casualty agent, Tax attorney, Mortgage Broker, Real Estate Agent, etc.
Rest assured, Beltz Financial Group will surround our clients with the needed knowledge to provide the very best advice.
CPA – RD Hoag and Associates
- Maureen Gallagher
Mortgage Broker – PA. Capital Mortgage
- Andrew Goff
Real Estate Agent – Coldwell Banker
- Matt Gillespie Team
Estate Attorney – Seamon Law Offices
- Christopher Deegan
Attorney – Lynch Law Group
- Jason Farrelly
Banker – First Commonwealth Bank
- Timothy Holeczy
Property and Casualty – Holman and James
- Michael Vidale
Exit Planning – ESOP Specialist
- Dan Zugal
Non-Qualified Deferred Comp – Ameritas Advanced Markets
- Troy Branch CLU, ChFC, JD
Business/Estate/Charitable Planning – Ameritas Advanced Markets
- Dimas Nunez JD
Case Design and Consultation – Ameritas Advanced Markets
- Jacob Messick CFP, CLU, ChFC
Beltz Financial Group Advisors
Tyler O’Rourke
Ameritas Investment Company
Ameritas Insurance Company
Tony Ratkiewicz
Ameritas Investment Company
Ameritas Advisory Services
Ameritas Insurance Company
Vince Richtar
Ameritas Insurance Company
Cody Dolan
Ameritas Insurance Company
Christopher Dean
Ameritas Insurance Company
Musuneggi Financial Group
Ameritas Insurance Company
Sam Carlson
Ameritas Insurance Company
Marc Mattarochia
Ameritas Insurance Company
Francis Estes
Ameritas Insurance Company
Brian Hill
Ameritas Insurance Company
Michael Vidale
Ameritas Insurance Company
Dean Mavrogianis
Ameritas Insurance Company
Sharon Speerhas
Ameritas Insurance Company