You have important investment goals to reach both now and in the future. We offer an array of investment products to create the best solution in meeting the needs of our clients. We combine extensive experience, personal service and investment performance to create the right mix of products for every customer relationship.
Our products include:
Mutual Funds
A broad range of mutual fund families to choose from.
- Stock funds
- Bond and income funds
- Tax advantaged funds
Investment Management
Professional management services tailored to meet your specific investment goals.
Retirement Plans
Plans are available for both individuals and businesses. For individuals, self-directed IRAs, both traditional and Roth, afford investors the flexibility of including securities in a single account. For businesses, customers can choose from a variety of plans such as SEPs and Simple IRAs, and 401(k) plans.
Educational Savings Plans
A variety of tax advantaged educational savings plans are available, including 529 plans, education savings accounts and custodial accounts.
Stocks
Access to the NYSE, AMEX, Nasdaq, and Over the Counter exchanges, including international stock through American Depository Receipts (ADRs). We support our stock trading with accurate, real-time market information research.
Annuities
Various types of annuity products are available to meet your financial planning needs.
Long-term Care Insurance
Provides protection in funding for a client's care in a nursing home, assisted living facility, adult day care center, hospice facility or at home.
Life Insurance
Provides protection for clients with a variety of insurance policies to meet your financial goals.
PRIMEVEST® Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. National Penn Investment Services is a marketing name for PRIMEVEST which is offering securities at National Penn Bank (NPB) and its affiliates. PRIMEVEST is not affiliated with NPB and NPB is not a broker/dealer or insurance agency.
Registered address: 1620 Pond Road, Allentown, PA 18104
Securities and insurance products offered by PRIMEVEST:
View PrimeVest privacy policy and other important information.
Financial consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate PRIMEVEST advisory Services agreement and disclosure brochure as provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither PrimeVest, nor any of its representatives may give legal or tax advice.
