Financial Planning
At Pennsylvania Trust, Financial Planning starts with the assessment of goals and available resources, leading to the establishment of a thoughtful program to meet a variety of financial objectives including increasing income, maximizing wealth, protecting assets, reducing taxes, and distributing wealth. This is followed up by program monitoring to ensure progress towards the goals and to make appropriate adjustments as events unfold.
George McFarland discusses Pennsylvania Trust's Fiduciary Services.
For help with your account access:
please call Pennsylvania Trust
at 1 800 975-4316 during our regular business hours,
08:30 a.m. - 05:00 p.m. EST Monday through Friday.