or 800.225.3512 to schedule a Free Consultation.
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, and investment advisory services are offered through Valley Forge Asset Management, LLC. (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, LLC (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 Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Susquehanna Bancshares, Inc. or its related companies. Advisory services may only be offered by Investment Adviser Representatives. Investment products are: *Not FDIC insured*May go down in value*Not financial institution guaranteed*Not a deposit*Not insured by any federal government agency.
Susquehanna Wealth Strategies is a marketing name for Cetera which offers investment products at Susquehanna Bank locations.
- 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
• Not a Deposit • Not Insured by any Federal Government Entity