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.
You can turn to us to help you clarify, navigate and encourage a financial future guided by your faith and values.
Insights and inspiration
Resources
News, stories, information and events to help you make the most of your financial future
Preparing for retirement
Medicare and Social Security Educational Event
Zion Mennonite Church 149 East Cherry Lane Souderton,PA18964
Gain clarity and confidence as you take steps toward your 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.
