Brokerage Services
You’ve worked hard for your money. Is your money working hard enough for you?
Whether you are saving for retirement or have more immediate goals such as a child’s college education or a new home, you have circumstances that are as unique as you are.
We will take the time to get to know you, your lifestyle and your financial goals. We will discuss your risk tolerance and which products and services can best help you to meet those goals.
Phoenixville Federal provides a complete range of financial services through Sorrento Pacific Financial, LLC. Our registered representatives are trained and experienced in the following products and services:
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James M. Fuhrman, |
Jim has over seventeen years of experience as a professional financial consultant with strong relationship-building skills. He is committed to excellence and to delivering personalized financial solutions to his clients. Jim’s background includes employee benefits, insurance, and investments, specializing in retirement planning with a focus on 401(k) rollovers, goal setting and income planning. He is a Registered Investment Representative through Sorrento Pacific Financial, LLC, holding a Series 7 and 65 Securities registration, and a Pennsylvania State Life, Accident and Health Insurance license. |
Financial Services
- Retirement Planning
- Education Planning
- Estate Planning
- and more...
Retirement Plans
- Traditional IRAs
- 401(k)s
- SEP/SIMPLE IRAs
- Roth IRAs
- Profit Sharing Plans
- TSA’s
Investments
- Mutual Funds
- Stocks
- Bonds
- Annuities
- Tax Free Products
Insurance
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
Please feel free to contact Jim Fuhrman if you would like any further information about these products or services at 610-935-8304 or email him at jfuhrman@phoenixfed.com.
Investment Services provided through Sorrento Pacific Financial, LLC (SPF) (Member FINRA /SIPC). Investments are NOT FDIC Insured, MAY lose value, and have No bank guarantee.
