No matter where you are in life or how much wealth you’ve accumulated, we
can help you develop a long-term strategy to meet your unique financial goals.
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Investment Management/Financial Planning
- Saving for retirement?
- Thinking about college planning for your growing family?
- Interested in the best investment strategy for your future?
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Retirement Planning
- Is retirement right around the corner?
- Wondering if your current plan is on track or needs some adjustments?
- Thinking about how to protect and successfully distribute wealth?
- Looking to achieve your goals in a tax advantaged manner?
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Business and Institutional
- Seeking a strategy to preserve and grow capital?
- Aiming to build a comprehensive retirement plan for your employees?
- Thinking about the future security of your business?
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- Securities, insurance products, and investment advisory services are offered through Valley Forge Asset Management Corp. (VFAM), a non-bank affiliate and wholly owned subsidiary of Susquehanna Bancshares, Inc.(SBI). VFAM is an SEC registered investment advisor, a registered broker-dealer (Member FINRA/SIPC) and a licensed insurance agency. Investment advisory services are offered 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 |