Investment plans to fit your needs
Whether you’re saving for a child’s college education, planning for your own retirement
or simply looking for a way to defer taxes, we can help. An experienced Susquehanna
Wealth Strategies Financial Consultant will help you design a comprehensive investment
plan based on your:
- Current Financial Situation
- Long-term goals
- Life Insurance needs
- Investing experience
- Time horizon
- Risk tolerance
Through proactive and ongoing communication, we continue to evaluate your investment
plan and make recommendations for solutions to your specific needs, which may include:
- 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.
- 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:
• Not FDIC Insured • May Lose Value • Not Bank
Guaranteed
• Not a Deposit • Not Insured by any Federal Government Entity |
FINRA Registered Office: 2 Country View Road, Suite 100, Malvern, PA 19355