Financial planning services for seniors in Phoenixville, Pennsylvania

Phoenixville Federal Bank & Trust, located at 120 Main Street in Phoenixville, Pennsylvania, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. Our friendly and knowledgeable staff is ready to assist you in navigating through the Home Equity process, helping you discover what your home can do for you. With online account opening available 24/7, starting your banking journey with Phoenixville Federal is quick, easy, and secure, taking just 10 minutes. We have a strong tradition of giving back to the communities we serve, with a portion of our earnings dedicated to community reinvestment. Protect yourself and your confidential information by staying informed with updates from Your Community’s Bank. With additional locations in Kimberton and Collegeville, we are committed to serving our customers across the region.

Kenneth W Del Goleto is a financial advisor at Ameriprise Financial Services, LLC located at 743 Pike Springs Road, Phoenixville, Pennsylvania, United States. Kenneth W Del Goleto holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, CKS™, Certified in Long-Term Care, CLU®, and CFMA®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, Kenneth W Del Goleto is dedicated to providing comprehensive financial advice to individuals and small business owners. Whether you are looking for retirement planning, investment opportunities, or insurance products, Kenneth W Del Goleto can help guide you through the complex world of finance with professionalism and integrity. Contact Kenneth W Del Goleto today for personalized financial advice tailored to your specific needs and goals.

Benchmark Federal Credit Union, located at 785 Starr Street in Phoenixville, Pennsylvania, is a trusted financial institution that has been serving its members since 1940. As a member-focused bank, Benchmark prioritizes the unique needs of its members by customizing financial solutions to optimize their experience. They offer state-of-the-art services and are dedicated to supporting the local community through sponsorships and donations. With a mission-first approach, Benchmark Federal Credit Union is committed to providing financial solutions for life's important milestones. Visit their drive-thru Monday through Thursday from 8:30 a.m. to 5:00 p.m. and Friday from 8:30 a.m. to 6:00 p.m. to experience their exceptional service firsthand.