What matters to you matters to us.
Your investment needs, both long- and short-term, are unique. And, as your circumstances change, we are here to ensure your investment strategy changes along with you. We pride ourselves on being proactive - using our experience and knowledge of the world’s financial markets to be able to find exactly the right investment products for you, whatever your situation.
With Penn Investment Advisors, Inc., you also will have access to a wide range of tools and resources that can help you build a diversified portfolio.
Among our offerings:
Brokerage Accounts – invest in stocks, bonds and mutual funds.
Managed Accounts – we will create a custom portfolio that allocates your assets according to your goals and risk tolerance. Fees are based on a percentage of the assets in your account.
Education Accounts – use either a 529, college savings plan or a custodial account to save for your child or grandchild’s future college expenses.
Insurance – Life and long-term-care insurance policies may help safeguard your income, minimize taxes and ensure the efficient transfer of your assets to your heirs.
Start working with Penn Investment Advisors, Inc., today. Contact us at 1-800-626-1027.
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.