Susquehanna Wealth Strategies

Investment plans to fit your needs Whether you’re saving for a child’s college education, planning for your own retirement or simply looking for a way to defer taxes, we can help. An experienced Susquehanna Wealth Strategies Financial Consultant will help you design a comprehensive investment plan based on your: •Current Financial Situation •Long-term goals •Life Insurance needs •Investing experience •Time horizon •Risk tolerance Through proactive and ongoing communication, we continue to evaluate your investment plan and make recommendations for solutions to your specific needs, which may include: •Fixed annuities •Variable annuities •Mutual Funds •Life Insurance •Disability Insurance •IRAs •Business insurance •Retirement planning •Stocks and bonds Securities and insurance products are offered through CETERA Investment Services LLC, member FINRA & SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Susquehanna Bancshares, Inc. or its related companies. Financial consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Securities and Insurance Products Are: • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not a Deposit • Not Insured by any Federal Government Entity FINRA Registered Office: 150 South Warner Rd Suite 210, King of Prussia, PA 19406