Bernard Avon Jr. is registered representative of , and securities are offered through USA Financial Securities, member FINRA/SIPC. Bernard Avon Jr. is also an investment adviser representative of, and advisory services are offered through USA Financial Securities, a registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Penn Financial Services is not affiliated with USA Financial Securities. Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines
Welcome to the Penn Financial Services LLC. LinkedIn Page! Our motto at Penn Financial Services LLC. is simple: Your Life, Your Goals, Our Focus! We help people who are about to retire or retired understand and prepare for the complicated decisions ahead. Whether it is social security, legacy concerns, or direction on what to do with your 401K, we make a personalized strategy for each person. We also provide 401Ks and other defined benefit plans for small businesses.
With over 30 years of combined experience, we have had the opportunity to look at the finances of hundreds of people, and implemented personal strategies to help our clients assemble their financial puzzles. We know that when issues are not addressed in advance, they can potentially devastate your retirement, your family, or your business. That is why Penn Financial Services LLC. sets your life and goals as our focus.
Here at Penn Financial Services LLC., we have developed and refined a process to put all the pieces of that puzzle together which we call the "Cadence FORMula." We provide coaching and consulting for people to make the best decisions with their money so that they can enter into the next act of life with confidence, security, and a smile. Contact us today for a complimentary consultation!
Company Details
- Employees
- 2
- Founded
- -
- Address
- 159 Perry Hwy, Pittsburgh,pennsylvania,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pennfinancialservicesllc.com
- Keywords
- Retirement Income Planning, 401(k) and Defined Benefit Plans for Small Businesses, Life Insurance and Annuity Products, Legacy and Estate Planning, Special Needs Financial Planning, Tax Optimization Strategies, Social Security Benefit Maximization, Investment Strategies and Portfolio Management, Financial Planning for Individuals and Families.
- HQ
- Pittsburgh, Pennsylvania
Penn Financial Services Llc Questions
Penn Financial Services Llc's website is pennfinancialservicesllc.com
Penn Financial Services Llc's LinkedIn profile is https://www.linkedin.com/company/penn-financial-services-llc
Penn Financial Services Llc has
2 employees.
View email and phone details for 2
employees at Penn Financial Services Llc.
Penn Financial Services Llc's industry is
Financial Services
Penn Financial Services Llc's top competitors are
Novitas Solutions, Inc.,
Dnb Financial Services,
Dnb Financial Services, Inc.,
Cgs Administrators, Llc,
Standish Compliance Services, Llc,
Agm Financial Services, Inc.,
Palmetto Gba,
Mid Penn Financial Services,
Maniet Financial Services Network,
Razor Consulting Solutions.
Penn Financial Services Llc's categories are Financial Services
Penn Financial Services Llc's founding year is 1983
