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 BB&T Corporation. 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 BB&T Corporation.
- 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 BB&T Corporation.
- **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, a division of Branch Banking and Trust Company 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.
Securities and Insurance Products Are:
• Not FDIC Insured • May Lose Value • Not Bank
• Not a Deposit • Not Insured by any Federal Government Entity