Pennwood Financial Group

EST. AUM
$100,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Wilkes-Barre/Scranton
CRD Number
Website pennwoodfinancial.com
Client types

Overview

PennWood Financial Group, based in Peckville, PA since 1987, is a boutique financial services firm dedicated to delivering comprehensive and tailored financial strategies. Its team serves local families, business owners, educators, and professionals, helping them prepare for life’s milestones—such as retirement, college, and legacy planning—while managing protection needs like insurance. Known for blending financial expertise with community values, they emphasize understanding clients' unique visions of success before crafting personalized solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pennwood Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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