Our team is prepared to help when you want to integrate your faith and finances through a trustworthy, caring relationship with a consultant that has professional expertise and your goals and interests at heart. With offices in Souderton, we serve neighbors –– in-person and online –– throughout Montgomery and Buck Counties and southeast Pennsylvania.
Personalized guidance for your financial life –– for today, tomorrow and into the future.
Insights and inspiration
Resources
News, stories, information and events to help you make the most of your financial future
Seminar - Your path to Medicare and Social Security - April 15
Plan to join us Monday, April 15 at 6:30 p.m. at Souderton Mennonite Church to gain clarity and confidence in retirement
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.
