Business Investment Services

Personalized Investment Services

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 to schedule an appointment.

This product is not FDIC insured.