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Financial Services

Collegeville Financial Group offers a complete financial services department with advisors ready to guide you toward making an educated decision about…

  • Individual Life and Health Insurance
  • Retirement Planning
    • IRA
    • 401(k)
    • Variable Annuities
    • Fixed Annuities
  • Employee Sponsored Group Medical Plans
  • Disability Income and Long Term Care Insurance

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Collegeville Financial Group, and its subsidiaries are separate entities.Diversification and asset allocation strategies do not assure profit or protect against losses. Anthony Russo is registered representatives of Cambridge Investment Research, Inc.

This communication is strictly intended for individuals residing in the state of Pennsylvania. No offers may be made or accepted from any resident outside the state of PA.