Protect your Financial Future
Susquehanna Valley Federal Credit Union is pleased to offer financial planning and wealth management services through Ali Bach, CFP® of Conte Wealth Advisors, LLC.
Financial planning isn't just for the wealthy — it's for anyone who is serious about their retirement, investment, insurance, estate or business planning.
Financial Planning ServicesCWA offer many services to meet your financial needs including some of the following:
- 401(k)/Pension Rollovers
- Portfolio/Investment Review
- Retirement Planning
- Fee-Based Asset Management
- Financial/Estate Planning
- Tax-Advantaged Investment
- Educational IRA
- Life Insurance
- Long-Term Care Insurance
As Independent Advisors, CWA has your best interests in mind and can provide investment and planning guidance free from corporate pressures. To focus on you and your journey, CWA is committed to serving your unique needs and demonstrates this through their knowledge of all areas of the wealth management process including financial planning, retirement planning, investment planning, insurance planning, estate planning, and business planning.
Request an Appointment
Contact Ali today for a consultation.
Conte Wealth Advisors, LLC
2009 Market Street
Camp Hill, PA 17011
Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Conte Wealth Advisors are not affiliated. Non-deposit investments are: Not NCUA insured, not credit union guaranteed, may lose value.
Recent graduates can receive a discount on most types of loans at SVFCU!*Learn More