North Branch Financial Services

CONNECT

Address:

154 Desmond St.
Sayre, PA 18840

Phone:

(570)888-9922

Fax/Other:

(570)888-3561

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services

 

 

 

 

 

Investments

 
  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

  •  

 

 

 

 

 

Financial Planning

 
  • Retirement Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Saving Plans
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Social Security Planning 

  •  

Insurance

 
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Fixed Annuities
  • Group Plans 

  •  

Tax Planning

 
  • Tax Efficiency Planning
  • Distribution Strategies
  • Gift & Estate Tax Planning

  •