Broker Check

Barry J Phillips

35 Fairhill Rd 

Morton, PA 19070

Tel: 610-368-0639

Fax: 610-601-4519

Products & Services

We provide assistance in the following areas:

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance
  • Employee Benefits
  • Voluntary Benefits

Investments

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Mutual Funds
  • Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans