Philadelphia Retirement and Investment Plan Advisors
IRA, 401k, 403b Rollover and Distribution Specialists.






       About Us         
                                  Philadelphia Financial Services 



  The SE Agency  

Our Offices


Colmar, PA 18915

Warminster, PA 18974  


We Make Professional House Calls.

Daytime, Evening & Weekend Hours Available.

215-622-0052  

Proudly Serving Clients In


Philadelphia, Montgomery, Bucks, Delaware
and Chester Counties, PA

Allentown & Bethlehem, PA

AND: Southern New Jersey



Our Financial Services


We personally work with you, to select quality plans

that meet your individual needs and financial goals.

( Short Term, Medium & Long Term )

All With 100% Safety !

Creating Higher Returns & Income.


Our Professional Success 

Not one of our Clients has ever lossed a dollar,

in working with us over the last 7 years !


Can your Financial Advisor say this ?

 We Can !  

                    


 

      Our Quality Financial Products        




                Qualified & Non-Qualified                   Immediate, Short-Term

                        Retirement Plans                         & Long-Term Cash Flows

                                  


                Pension Plan Distributions                 Ira, 401k, 403b Rollovers



                        Fixed Annuities                                Immediate Annuities


 

                                     CD Type Annuities                              Financial Laddering

               

 
                               Complimentary Financial Reviews & Quotes                 


                                     Contact Us

                         All information is kept confidential.  

                                 We are Licensed Professionals.    


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Please Check Areas of Interest:
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IRA, 401K, or 403B Rollover:
Guaranteed Interest & Income:
Cash Bonus Plans:
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