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Financial Planning

Developing plans that improve lives

As a proven wealth manager, Phoenixville Federal Bank & Trust's services are backed by the stability of an institution more than one-hundred years old but we’re modern and forward thinking, providing superior investment results with the highest level of customer service.

Phoenixville Federal Bank & Trust’s wealth management team, in conjunction with our strategic partner Addison Capital Group, provides superior financial planning for every stage of life.

 

Investment Management

As full-time manager of your investments, Phoenixville Federal assigns a relationship manager, dedicated portfolio manager and administrator to your account. Together, with you, our team develops an appropriate investment strategy based on your objectives both now and in the future.

Wealth Planning

We assist individuals and families to define estate plans and to understand alternatives. Our advisors work with your attorney, reviewing documents and following up to ensure that the estate plan is on schedule and on target.

Tax Planning

Phoenixville Federal works with your accountant to develop a tax plan that will consistently benefit you, your family and your investment portfolio.

Nest Egg

Our Easy Investing Option

Nest Egg is Phoenixville Federal’s easiest investment option. Open a Nest Egg account from anywhere – your phone, tablet, desktop or stop by our Kimberton branch to begin investing today. Our friendly staff will provide helpful literature on what Nest Egg is all about.

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This level of personalization will not lead to the sale of your name or leak your identity. The information you provide will only be stored on your computer and will not be transferred to any other source.

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