Penn Community Bank
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General Financial AdvicePenn Community Bank1315 Easton RoadRiegelsville, PA 18077-7201Headquartered in Bucks County, for 150 years Penn Community Bank has proudly worked to grow the local economy and become the largest independent mutual bank in eastern Pennsylvania. But the numbers only tell part of our story. Our growth mission is to deliver solutions that genuinely serve the best interests of our individual and commercial customers in ways they cannot possibly experience at more traditional financial institutions. While our size and reach ensure we can offer the products, technology, and industry expertise of a larger institution, as a values-based organization we're uniquely qualified to help our customers reach their own "Here We Grow" moments for their families, their businesses, and their communities.
Hours
- Mon
- 09:00 – 17:00
- Tue
- 09:00 – 17:00
- Wed
- 09:00 – 17:00
- Thu
- 09:00 – 17:00
- Fri
- 09:00 – 18:00
- Sat
- 09:00 – 12:00
- Sun
- Closed
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Frequently Asked Questions
How much does a financial advisor cost in Riegelsville?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.