Having these enhanced resources at our disposal enables us to bring our financial planning knowledge to even more clients, helping them to plan for a secure financial future.
DOYLESTOWN, Pa. (PRWEB) April 25, 2016
The Pennsylvania-based investment management company Eagleview Advisors, Inc. announced today that it now will be known as Penn Investment Advisors, Inc., a subsidiary of Penn Community Bank.
With $1.8 billion in assets and 22 branch locations, Penn Community Bank is Bucks County’s leading independent, mutual financial organization. It was formed by the unification of First Savings Bank of Perkasie and First Federal of Bucks County, local mutual banks that had served Bucks County for a collective 225 years.
Eagleview Advisors had been a subsidiary of First Savings. The formation of Penn Community Bank offers Penn Investment Advisors, Inc. robust advantages, including a more visible brand, additional resources, and twice as many locations in which financial advisors can meet with clients.
“Having these enhanced resources at our disposal enables us to bring our financial planning knowledge to even more clients, helping them to plan for a secure financial future,” said Christian M. Wagner, president of Penn Investment Advisors, Inc. “We represent our clients, not one specific investment company, and this independence enables us to deliver objective, unbiased, transparent advice that enables each client to build a unique roadmap to reach their financial goals.”
“Financial planning and investment guidance is an important part of long-term financial success,” said Penn Community Bank President and CEO Jeane M. Coyle. “Penn Investment Advisors offers the expert financial advice that people need, delivered in a convenient, approachable manner by people whose only focus is on their clients’ financial success.”
Penn Investment Advisors’ hallmark of service is to use its experience and knowledge of the world’s financial markets to find exactly the right investment products for each client. Its advisors offer one-on-one guidance and planning to each client, regardless of portfolio size, as well as a wide range of tools and resources to help clients achieve their financial goals.
Based at Penn Community Bank’s headquarters in Doylestown, Pennsylvania, Penn Investment Advisors prides itself on flexible client service that meets the demands of today’s busy clients. Advisors are available to meet with clients by appointment at any of the bank’s 22 branch locations throughout Bucks County or at other locations that suit the client’s schedule.
About Penn Investment Advisors, Inc.
A subsidiary of Penn Community Bank, Penn Investment Advisors, Inc. is a Bucks County-based management investment group. We are committed to one mission: helping our clients reach their long-term financial goals, including wealth management, retirement planning, and saving for a college education. As independent advisors, we represent the client, not an investment product or company, which allows us to offer unbiased, transparent, one-on-one financial planning advice with the client’s best interests as the sole focus. For more information, visit penncommunitybank.com/home/investments.
Penn Investment Advisors, Inc. (hereinafter “Penn Investments”) is an investment adviser registered with the Securities and Exchange Commission. All written content presented herein is for information purposes only. No client or prospective client should assume that any information presented serves as the receipt of, or a substitute for, personalized individual advice from Penn Investments, which can be provided only through a formal advisory relationship. Please contact us at 1-800-626-1027 or visit http://www.penncommunitybank.com/home/investments.
Investment products are not a deposit, are not FDIC-insured, are not insured by any federal government agency, are not guaranteed by the bank, and may go down in value.