Generations of Wealth. A century of Service
Our Roots Go Deep
Four generations of trusted financial guidance rooted in integrity, service, and long-term relationships. Our objective is to help clients pursue life goals and financial dreams through experienced guidance and unwavering dedication.
About Us
The Whitaker Investment Group is a multi-generational financial advisory practice serving individuals, families, and institutions through Wells Fargo Advisors Financial Network. They have provided thoughtful, disciplined financial guidance while building lasting relationships grounded in trust, experience, and service.
Our Legacy
The Whitaker family's investment legacy began over 100 years ago and continues today through four generations of advisors committed to serving the Greater Hazleton community and beyond.
Alan Whitaker
Senior Wealth Management Advisor
Email Address
[email protected]Phone Number
(570) 455-9500Alan Whitaker is a Senior Financial Advisor with over 30 years of experience in the financial services industry. He is very proud to carry on a tradition that started in 1924 when his grandfather Arthur J Whitaker Sr. began his career in financial services. Alan also worked along side his father Arthur J Whitaker Jr for 22 years. He is a graduate of MMI Preparatory school and the Pennsylvania State University. He holds Life and Health insurance, the Series, 63, 66,7 and 24 registrations. He is an active member and Past-President of the Hazleton Rotary Club.
Alan was also named a Platinum Council Advisor for 2022 by Wells Fargo Advisors Financial Network. The Platinum Council Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Neal DeAngelo
Senior Wealth Management Advisor
Email Address
[email protected]Phone Number
(570) 455-9500Neal DeAngelo III, Financial Advisor, joined our practice in October of 2020. Prior to that, he served as assistant controller for DBI Services LLC and as President of Tri-Mountain ventures where he was responsible for Real Estate development, Venture Capital investments and portfolio management. He is a graduate of MMI Preparatory School and the Pennsylvania State University with a degree in Finance. Neal holds a Life and Health Insurance license and Series 66 and Series 7 registrations. Neal is currently a member of the Hazleton Rotary Club and also a board member on the Greater Hazleton Chamber of Commerce, Greater Hazleton CAN DO, the Hazleton Area Recreation Program, and the Downtown Hazleton Alliance for Progress.
Jace Whitaker is a financial advisor, who joined the practice in 2023. The son of Alan Whitaker, Jace is a fourth generation member of the financial services industry. He is a graduate of Marian Catholic High School and the Pennsylvania State University, where he earned his Bachelor’s degree in Finance. He holds a Life and Health Insurance license and Series 7 and Series 66 registrations. Jace is currently a board member of the Hazleton Rotary Club and the United Way of Greater Hazleton.
Linda Grego
Private Wealth Associate
Assistant Vice President
Email Address
[email protected]Phone Number
(570) 455-9500Linda has been with the team since 1984. She provides clients with a high level of attention, coordinating new account documentation and account transfers, and supporting a wide range of administrative and operational needs. With decades of experience in the financial services industry, Linda brings deep industry knowledge and consistency to the client experience, making her an integral part of the team’s wealth management process.
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning strategies can often be fairly simple with professional help. Sometimes it’s more complex. Make an appointment with us to talk about your estate planning goals.
Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.
Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
Find out ideas on how we can help you reach your retirement goals with an IRA. Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA. It can help supplement those savings and give you access to a wider range of investments.
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning strategies can often be fairly simple with professional help. Sometimes it’s more complex. Make an appointment with us to talk about your estate planning goals.
Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.
Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
Find out ideas on how we can help you reach your retirement goals with an IRA. Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA. It can help supplement those savings and give you access to a wider range of investments.
Locations
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.
