Yorktown Financial Group, Inc

Envision your life. Plan to live it.

Financial planner in Elkins Park, PA (show on map)

Yorktown Financial Group, Inc. is a full-service financial services firm in Elkins Park and Media, Pennsylvania helping clients build capital and pursue long-term financial goals.

Call (215) 517-6665

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About

Yorktown Financial Group, Inc. is a full-service financial services firm dedicated to helping our clients build capital. They also utilize insurance products to help you protect your assets.

They have two convenient locations in Elkins Park, Pa. and Media, Pa. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. They specialize in retirement planning and estate conservation, helping answer questions about financial future including retirement income, 401(k) optimization, IRA selection, investment returns, inflation protection, and estate planning.

Full-service financial services firm

Two convenient locations in Elkins Park and Media, PA

Specialization in retirement planning and estate conservation

Comprehensive array of investment programs and services

Fee-based managed and guided portfolio offerings

Services

Capital Accumulation Strategies

Investment planning for saving for a home, preparing for retirement, or building an estate with long-term investment strategy, risk tolerance assessment, and commitment to recommended strategies.

Long-term investment strategy Risk tolerance assessment Portfolio management

Providing for Survivors

Life insurance and financial planning to ensure financial security for spouse, children, business associates, and other dependents.

Life insurance Survivor benefits Financial security planning

Estate Planning Strategies

Trusts, charitable giving strategies, and techniques to reduce estate taxes and expedite asset distribution to heirs.

Trust planning Charitable giving Estate tax reduction Heir distribution

Business Planning

Buy-sell agreements, key person life insurance, executive bonus, and business succession plans to protect businesses today and ensure viability tomorrow.

Buy-sell agreements Key person insurance Business succession Executive bonus plans

Retirement Plan Consulting

Assistance with adopting first retirement plan or reviewing existing programs with personalized plan options to meet business owner needs.

First-time plan adoption Existing plan review Business owner-focused planning

Credentials & Certifications

Securities offered through Equity Services, Inc., Member FINRA/SIPC

Registered Investment Adviser

Frequently Asked Questions

What services does Yorktown Financial Group offer? +

They offer capital accumulation strategies, providing for survivors, estate planning strategies, business planning, and retirement plan consulting.

Where are Yorktown Financial Group offices located? +

They have two locations: 300 Yorktown Plaza, 3rd Floor, Elkins Park, PA 19027 (Phone: 215-517-6665) and Rose Tree Corporate Center II, 1400 North Providence Road, Suite 3007, Media, PA 19063 (Phone: 610-891-9700).

What is Alan J. Fishman's background? +

Alan J. Fishman is a CFP practitioner and former CPA with experience in public accounting, financial management, and insurance. He has a BA in Accounting from Franklin and Marshall College and attended Cornell University's MBA program. He is a member of the Philadelphia Estate Planning Council and the Financial Planning Association.

What is Howard M. Siegal's background? +

Howard M. Siegal co-founded SD Associates, PC in 1983 and has practiced accounting for over 30 years. He has a Bachelor of Science in Accounting and Business Administration from Penn State University and is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the Buxmont Society of Public Accountants.