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Planning For Your Financial Future

In 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

                                Green_Ball10B5.gif (257 bytes)     Mutual Funds
                              Green_Ball10B5.gif (257 bytes)     Stocks
                              Green_Ball10B5.gif (257 bytes)     Tax-Deferred Fixed Annuities
                              Green_Ball10B5.gif (257 bytes)     Tax-Deferred Variable Annuities
       

Services

                              Green_Ball10B5.gif (257 bytes)    401k Rollovers
                              Green_Ball10B5.gif (257 bytes)    Traditional IRA's
                              Green_Ball10B5.gif (257 bytes)    Roth IRA's
                              Green_Ball10B5.gif (257 bytes)    Business Retirement Plans
                              Green_Ball10B5.gif (257 bytes)    Money Market Checking
                              Green_Ball10B5.gif (257 bytes)    Monthly Investing
                              Green_Ball10B5.gif (257 bytes)    Investment Clubs
                              Green_Ball10B5.gif (257 bytes)    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