Philadelphia Investment Management TruMark


It's now easier than ever to get professional investment guidance

With the multitude of investments currently available, you need the knowledge and experience to make decisions that can help take you where you want to go over the long term.

A CFS* investment professional with Investor Services at TruMark Financial is conveniently located in your local branch and is eager to meet with you - with absolutely no purchase nor obligation necessary. Call 1-877-TRUMARK to schedule your complimentary financial consultation.

Through Investor Services at TruMark Financial, you'll gain access to a full range of products and services:

  • Tax-advantaged annuities
    • Fixed
    • Immediate
    • Variable
  • Mutual Funds
    • Features include:
      • Growth
      • Income
      • Value
      • Tax-advantaged
  • Bonds
    • Corporate
    • Government
    • Municipal
  • Unit Investment Trusts
  • Brokerage services
  • Objective advice
  • Investing for retirement
  • College planning

Before making any investment decisions, speak with an investment professional to design an asset allocation strategy based on your financial objectives and
risk tolerance.

March 2013 edition of Wealth News >

Now is the time to get started on the path to smart investing. Take advantage of a complimentary investment consultation today. Call 1-877-TRUMARK to schedule an appointment, contact us online or visit a TruMark Financial branch: Center City Philadelphia, Eastern North Philadelphia, JenkintownLevittown, North Wales, Northeast Philadelphia, South Philadelphia, Parkwood, Richboro, Springfield (Delaware County), Trevose, Trooper, Upper Darby, Warrington, Wayne.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: Are not NCUA/NCUSIF or otherwise federally insured. These products are not guarantees or obligations of the credit union and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. TruMark Financial® Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.