Investments

Huntingdon Valley Investment Professionals: Planning your future

If you feel like you have been given bad advice in the past it most likely means you were sold a product and not provided a solution. Huntingdon Valley Bank is now your epicenter for financial solutions. The worst thing you can do with investments is to place them on the back burner. As your financial consultant, I will work closely with your accountant and your attorney to make sure the advice you get is a rock solid solution and not just another promise. Take the initiative and talk to someone you can trust. Huntingdon Valley Investment Professionals is your answer. Call (267) 280-4000 to set up your free consultation.

Investment Management

Investing basics have not changed, but how they are packaged is constantly evolving. Rely on HVIP’s Investment Management experts to offer the stability and guidance to assist you in assessing your goals and sift through all of the options available to help you reach them. Whether retirement is just around the corner or somewhere further down the road, the time to save is now. Begin with a detailed personal evaluation. Risk tolerance, time horizon and objectives will be assessed and roadmap to success will be your key to financial freedom.

College Savings

Simplify saving for higher education by adding a college funding plan to your portfolio. New tax laws and investment strategies can make rising tuition costs less worrisome. Whether you are a new parent or grandparent or your kids are already in school find out what options you have available and which one best suits your needs.

Account Access and Services

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*Securities and Advisory Services offered through Investment Professionals, Inc., a registered broker/dealer and registered Investment advisor, member FINRA/SIPC. The products offered are not FDIC-Insured nor are they insured by any federal government agency. Products are not deposits or other obligations or guarantees of Huntingdon Valley Bank and are subject to investment risks, including the possible loss of principal.  NO BANK GUARANTEE * NOT FDIC INSURED * MAY LOSE VALUE