Planning For Your
Financial FutureIn today's financially demanding and complex world, we recognize the need for
more comprehensive investment and insurance support; therefore, we recommend a
customized approach to analyzing your financial needs. As a first step in this
planning process, Bill Masten or Jim Carpenter, our UVEST Investment
Representatives, will work with you to develop a personalized, comprehensive
investment and insurance strategy.
Whether your goals include college education funding, retirement planning,
generating income, or tax reduction strategies - whether your objectives are
growth, safety, income, or a combination of all three – Pennsville National
Bank, Bill Masten, Jim Carpenter and UVEST are committed to helping you reach
them.
A Partnership
with UVEST
To assist you with the securities investment portion of your financial
strategy, your bank has formed a unique partnership with UVEST Financial
Services. Through this partnership, Pennsville National Bank customers, as well as the
general public, will have access to a full range of investment options,
including financial needs analysis, mutual funds, annuities, life insurance and
more. UVEST is a registered broker/dealer that has been offering a wide range of
investment products and services in banks since 1982.
Dedicated to You
Your UVEST Investment Representative is a fully licensed, experienced
professional dedicated to helping you obtain the maximum possible return on your
investment dollar. With the myriad of investment choices available in today's
complex markets, you'll have the peace of mind that comes from knowing you can
rely on the ability and expertise of a knowledgeable professional.
Products
Mutual Funds
Stocks
Tax-Deferred Fixed Annuities
Tax-Deferred Variable Annuities
Services
401k Rollovers
Traditional IRA's
Roth IRA's
Business Retirement Plans
Money Market Checking
Monthly Investing
Investment Clubs
Research Reports
|
For more
information, or to speak with our UVEST Investment Representatives, call
Pennsville National Bank at 678-6006. |
Securities and Insurance products offered by and Financial
Consultants registered with UVEST Financial Services, member NASD, SIPC. UVEST
and Pennsville National Bank are independent entities.

Not FDIC Insured
| Not Bank Guaranteed | May Lose Value
Not Guaranteed by any Government Agency | Not a Bank Deposit