Secure Your Financial Future with Phoenixville Federal Bank & Trust
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.
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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.
Phoenixville Federal works with your accountant to develop a tax plan that will consistently benefit you, your family and your investment portfolio.
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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