Those are three reasons why you should choose Penn Investment Advisors, Inc., part of the Penn Community family of companies, as your financial planners and investment managers.
We offer a wide array of financial services. How may we help you?
Penn Investment Advisors services include:
Investments- One-on-one guidance and planning to help you meet your short- and long-term financial objectives.
Retirement Planning - No matter where you are in the retirement planning process, we can help. From clarifying your financial goals to monitoring your progress and providing guidance as your situation and priorities change, you can count on us to help you make your retirement dreams a reality.
Wealth Management- Sophisticated solutions for clients and institutions with significant assets and complicated financial lives.
Retirement Plan Services- We specialize in defined contribution and defined benefit strategies for small to mid-sized companies. Our services include retirement plan design, administration and oversight.
Penn Community Bank-Trust and Estate Services:
Trust and Estate Services-The Trust Department at Penn Community Bank will customize your personal trust account to meet your specific personal and family needs.
We offer expert guidance and advice from a team of knowledgeable, forward-thinking professionals who are well versed in all aspects of financial planning, retirement planning, investments, portfolio management, wealth management and trust services.
Our goal is to help you reach your goals. We represent you – our clients – rather than a specific company. That independence allows us to deliver objective, unbiased recommendations.
We’re good listeners. We take the time to understand your needs and expectations and address your questions and concerns. No two people are alike in what they want or need as they face the future. There’s no such thing as a “one size fits all” financial plan. We work one-on-one with you to develop a personalized, proactive plan that will meet your long- and short-term goals.
Whether you are looking to build wealth, protect your family, or preserve your assets, the Penn Community family of companies is the smart choice.
Contact us today: Call 1-800-626-1027 to speak to Penn Investment Advisors, Inc., 215-788-1234 to speak to Penn Community Trust Services.
Investment advisory services are offered through Penn Investment Advisors, Inc. (PIA), a Registered Investment Advisor. PIA is a wholly-owned subsidiary of Penn Community Bank (Bank). PIA does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by PIA are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.
No client or prospective client should assume that any information presented and/or made available via this website serves as the receipt of, or a substitute for, personalized individual advice from PIA, which only can be provided through a formal advisory relationship.
Please see the “Contact Us” section for information on contacting PIA.