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20 West Lancaster Avenue, Shillington, PA 19607
610-775-7729
Fax: 610-775-7753

   
 

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Shadow CFO Controller

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Financial Services

Over the years we have provided our clients with advice on various financial matters, including retirement, investment, and insurance needs. In July 2001, our financial planning division became Susquehanna Investment Services LLC. An affiliate of Smoker & Company, Susquehanna Investment Services LLC provides complete financial services that co-ordinate tax and investment expertise.

Our financial services and products include:

  • Traditional IRAs
  • Mutual Funds
  • Roth IRAs
  • Variable Annuities
  • 401(k) Plans
  • Fixed Annuities
  • SIMPLE IRAs
  • Educational Savings Plans
  • SEP IRAs
  • Life Insurance
  • Pension/Profit Sharing Plans
  • Long Term Care Insurance