The Personalized Investment unit provides individuals with customized investment portfolios to meet their financial goals. We can design an investment portfolio to meet future needs or one that provides a monthly income to meet current needs.
We select our investments from a broad range of securities, including stocks, bonds and mutual funds in both domestic and international markets. Our customers rely on us for comprehensive investment solutions to meet their short-term and long-term financial needs.
We welcome the opportunity to discuss these services with you. Please call us at 215-968-4872 or e-mail us at firstname.lastname@example.org to schedule an appointment.
This product is not FDIC insured.