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Contact Us:
- Call 866.309.2020
or 800.225.3518
Susquehanna Wealth Management®
No matter where you are in life or how much wealth you have accumulated, we can
help you develop a long-term strategy to meet your unique financial goals. And we
understand that, as your assets change, so do your needs.
We take the time to:
- Understand your goals
- Analyze your situation
- Provide a customized, comprehensive strategy
- Review your plan and make adjustments when necessary
Services and strategies that work:
- Securities, insurance products, investment advisory services are offered through Valley Forge Asset Management Corp. (VFAM), a non-bank affiliate and wholly owned subsidiary of Susquehanna Bancshares, Inc. and an SEC registered investment advisor, a registered broker-dealer (Member FINRA/SIPC) and a licensed insurance agency; and through Stratton Management Company, a non-bank affiliate of Susquehanna Bancshares, Inc. (SBI).
- Retirement Plan Services are offered through Valley Forge Asset Management Corp (VFAM). Securities, insurance products, and investment advisory services are offered through VFAM and is a SEC registered investment advisor, a registered broker-dealer (Member FINRA/SIPC), and a licensed insurance agency. VFAM is a wholly owned subsidiary & non-bank affiliate of SBI.
- *Securities and insurance products are offered through PRIMEVEST® Financial Services, Inc., a registered broker-dealer, licensed insurance agency, and registered investment adviser, member FINRA & SIPC. PRIMEVEST is not affiliated with Susquehanna Bancshares, Inc. or its related companies.
- Susquehanna Wealth Management® is a registered service mark of Susquehanna Bancshares, Inc.
- Trust & Estate Services are offered through Susquehanna Trust & Investment Company, a Pennsylvania chartered trust company.
Securities and Insurance Products Are:
• Not FDIC Insured • May Lose Value • Not Bank
Guaranteed
• Not a Deposit • Not Insured by any Federal Government Entity |
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