Central Penn Advisors Information

Central Penn Advisors are independent financial advisors, trained, licensed, and experienced to assist clients with financial planning, insurance, investments, retirement, and taxes. We assist individuals, businesses and their owners, churches, and other nonprofit organizations in meeting their financial goals. Helping you make sense out of the many aspects of financial planning is one of our primary goals. Whether your situation is simple or complex, we are prepared to assist you with your financial needs. While advising clients as independent advisors, most of our advisors are also trained accounting and tax professionals with Hamilton & Musser, P.C., Certified Public Accountants. As such, these advisors bring to the table a wealth of knowledge, training, and practical tax experience. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA / SIPC . Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Central Penn Advisors is independent of Concourse Financial Group Securities, Inc. and Hamilton & Musser, PC. David ...