Financial Planning

Financial planning isn't just for the wealthy — it's for anyone who is serious about their retirement, investment, insurance, estate or business planning.

Susquehanna Valley Federal Credit Union is pleased to offer financial planning and wealth management services through Ali Bach, CFP® of Conte Wealth Advisors, LLC.

CWA is a third-generation, independent, family-owned financial services firm headquartered in Camp Hill, Pennsylvania. With over 100 years of collective experience in the field, their client base stretches across the United States and their knowledge base runs deep. CWA's goal is to provide you with guidance that can help you understand and better define your financial goals.

Ali Bach

After graduating from the University of Pittsburgh with dual degrees in Finance and Marketing, Ali Bach earned her CERTIFIED FINANCIAL PLANNER™ certification in 2012. She is committed to helping people achieve their financial goals and counsels her clients in the areas of retirement planning, estate planning, risk management, and tax planning.

Financial Planning Services

Be entered to win annual gym membership when you schedule a financial planning call during Feb

CWA 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.