Getting Started
Begin It Right
When you’re just beginning to work, regardless of your age, finances can be daunting. The sooner you learn the basics and take action steps, the better off you will be. We hope our resources and tools help you to build a strong financial foundation.
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Midlife Momentum
Financial "Adulting"
When you start considering life milestones like marriage, children or buying a home, you should become more deliberate about how you spend and save your money. This is the time to create habits and behaviors that will drive your success with money for decades to come. Take steps to control your money and make it work for you.
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Nearing Retirement
Pre-Retirement Final Mile
If you have arrived at the last decade of your work life, you may be excited about the idea of retiring in the not-so-distant future, but also uncertain about your financial readiness. In your “pre-retirement final mile,” you may have more questions than answers. This is the time to develop a written financial plan to answer your questions, make sure you are on track and help you stay on track.
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Golden Years
The Goal-den Years
Most of us share a dream of a great retirement with few stresses related to finances and the freedom to enjoy friendships, places and activities we have missed during our working years. While this sounds idyllic, in reality retirement has its own “seasons,” and each brings its own challenges. Planning for those seasons is critical to a successful and enjoyable retirement experience — one which can last 30 years or more.
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Investment Services
Make Your Money Work Harder
Plan for the future with our selection of investment services.
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Wealth Management Team
Ready to Help
Leverage the support of one of the largest independent business banks in Pennsylvania. If you’re looking for a financial partner, we’re ready to help you grow something good. We’ve got the certifications, the tools, the technology and the will to help make your dreams a reality.
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