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Brokerage Services

Our experienced financial consultants can design an original comprehensive investment plan or get your existing plan on track to reach your financial goals.

Whether you are planning for your retirement, a child’s college education, or looking for ways to defer taxes, we can help.

Brokerage Services
Understanding Your Financial Goals Our financial consultants gain a thorough understanding of your current financial situation, life insurance needs, time horizon, future goals, investment experience, and tolerance for risk, then develop an investment plan that will take you where you want to go.
Customized Financial Solutions Your financial consultant will work with you to tailor comprehensive solutions to your specific needs, which may include:

  • Fixed and Variable Annuities
  • Mutual Funds
  • Life Insurance
  • Disability Insurance
  • IRAs
  • Business Insurance
  • Retirement Planning
  • Stocks and Bonds
Superior Client Service Your financial consultant is your partner and will meet with you periodically to keep your plan current and keep you informed. Through proactive communication, we continue to evaluate your investment plan. As your objectives change, we make recommendations on how to fine tune your plan.
 
Your financial needs are our highest priority. To meet with a financial consultant, call or visit a Susquehanna Bank Branch.
 
FINRA Registered Office: 150 S. Warner Road, Suite 200, King of Prussia, PA 19406
 
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View PRIMEVEST Privacy Policy and other Important Information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 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

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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Copyright © 2009 Susquehanna Bancshares, Inc.
Susquehanna Bancshares, Inc.  26 N. Cedar Street  Lititz, PA 17543-7000