


Penn Financial Services Revenue
Financial Services • West View, Pennsylvania, United States • 1-10 Employees
Penn Financial Services revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at Penn Financial Services
Michael Knaub
President
Company overview
| Headquarters | West View, Pennsylvania, United States |
| Phone number | +14129391800 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Retirement Income Planning, Special Needs Financial Planning, Legacy And Estate Planning, Social Security Benefit Maximization, Tax Optimization Strategies, Financial Planning For Individuals And Families, Investment Strategies And Portfolio Management, Life Insurance And Annuity Products |
| Founded | 1983 |
| Employees | 1-10 |
| Socials |
Penn Financial Services Email Formats
Penn Financial Services uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@pennfinancialservicesllc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@pennfinancialservicesllc.com | 100% |
About Penn Financial Services
Bernard Avon Jr. is registered representative of , and securities are offered through USA Financial Securities, member FINRA/SIPC. Bernard Avon Jr. is also an investment adviser representative of, and advisory services are offered through USA Financial Securities, a registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Penn Financial Services is not affiliated with USA Financial Securities. Please review a copy of our Commenting Guidelines at: https://www.usafinancial.com/investors/commenting-guidelines Welcome to the Penn Financial Services LLC. LinkedIn Page! Our motto at Penn Financial Services LLC. is simple: Your Life, Your Goals, Our Focus! We help people who are about to retire or retired understand and prepare for the complicated decisions ahead. Whether it is social security, legacy concerns, or direction on what to do with your 401K, we make a personalized strategy for each person. We also provide 401Ks and other defined benefit plans for small businesses. With over 30 years of combined experience, we have had the opportunity to look at the finances of hundreds of people, and implemented personal strategies to help our clients assemble their financial puzzles. We know that when issues are not addressed in advance, they can potentially devastate your retirement, your family, or your business. That is why Penn Financial Services LLC. sets your life and goals as our focus. Here at Penn Financial Services LLC., we have developed and refined a process to put all the pieces of that puzzle together which we call the "Cadence FORMula." We provide coaching and consulting for people to make the best decisions with their money so that they can enter into the next act of life with confidence, security, and a smile. Contact us today for a complimentary consultation!
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Penn Financial Services has never raised funding before.
Penn Financial Services Tech Stack
Discover the technologies and tools that power Penn Financial Services's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
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Hosting
Marketing automation
Security
JavaScript libraries
Frequently asked questions
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