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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

1847Financial

ONE team. ONE firm. ONE family. Delivering extraordinary results together. We are evolving! Penn Mutual was founded in 1847.

We’re now part of an elite, unified national organization – 1847Financial. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever.
• 1847Financial is a national organization of financial services firms that deli

vers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company.
• 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices
• 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. Facebook is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. 1847Financial is unaffiliated with HTK.

08/04/2026

🎉 Congratulations to our Financial Professionals!

We're proud to recognize several members of the 1847Financial team for reaching important professional milestones through the achievement of industry designations and licensing accomplishments. These achievements reflect their commitment to continued learning, professional excellence, and serving clients with knowledge and confidence.

Congratulations on your well-earned success! 👏

07/27/2026

👏 Congratulations to Corey Hernandez on earning the CFP® designation!

This achievement reflects a commitment to professional growth, continued learning, and delivering exceptional service to clients. We are proud to celebrate this exciting milestone!

07/23/2026

We want to make this presentation about YOU! Please send us your questions, areas of concern, things that keep you up at night, topics that cause confusion, etc so we can get you the information you want since you are taking the time to listen in. Families with children and other dependents with spe...

07/20/2026

Success is built on a commitment to continuous growth.

Congratulations to Mike Engler on earning the RICP® designation. This accomplishment reflects a dedication to expanding professional knowledge and delivering exceptional guidance to those they serve.

We are proud to celebrate this milestone!

07/16/2026

We're proud to celebrate the leadership and advocacy of Lisa Davis, MSM, Finseca Board Director and Managing Principal of 1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters.

Today, Lisa testified before the U.S. Department of the Treasury and the Internal Revenue Service regarding the implementation of Trump Accounts, highlighting the importance of pairing long-term savings opportunities with comprehensive financial planning and trusted financial guidance.

Her testimony reinforced a principle we believe strongly in at 1847Financial: meaningful financial outcomes are achieved when individuals and families have access to both effective financial tools and knowledgeable professionals who can help them navigate their journey.

Thank you, Lisa, for representing our profession and championing solutions that support stronger financial futures for American families.

👏 Join us in congratulating Lisa on this important opportunity to share her expertise and advocate for financial security.

07/14/2026

1847Financial Tampa was honored to celebrate 15 years of partnership with the South Tampa Chamber of Commerce. We are grateful for the relationships, collaboration, and community connections that have helped strengthen our presence in the Tampa Bay area.

Thank you to the South Tampa Chamber for your continued support and commitment to helping local businesses thrive. We look forward to many more years of partnership and impact together!

07/04/2026

For 250 years, America has been defined by vision, perseverance, and the belief that each generation can build a stronger future than the one before it.

As we celebrate this historic milestone, we're proud to help individuals, families, and businesses plan for the future while honoring the legacy of those who came before us.

⭐️🇺🇸⭐️Happy 250th Birthday, America!⭐️🇺🇸⭐️

07/01/2026

🌟 Team Spotlight: Meet Chrystal! 🌟

Since joining 1847Financial in January 2026, Chrystal has brought a passion for operations, technology, and problem-solving to our team. Drawn to our collaborative culture and commitment to supporting Financial Professionals, she quickly became a valued contributor.

With a background spanning project coordination, business operations, and client-focused roles, Chrystal thrives on improving processes, creating efficiencies, and finding smarter ways to get things done. Her favorite part of the job is seeing how all the pieces come together to support both the team and our Financial Professionals while continuously learning and making a positive impact.

When she's not helping drive operational excellence, you'll likely find her enjoying a beautiful South Florida afternoon at Gulfstream Park.

We're thrilled to have Chrystal on the 1847Financial team and look forward to all the great things she'll continue to accomplish! 👏

05/25/2026

On Memorial Day, we honor the legacy of those who made the ultimate sacrifice in service to our nation. Their courage and dedication will never be forgotten.

We remember and reflect with gratitude.

05/12/2026

With more than a decade of experience in the financial services industry, Anthony R. Sergio Jr., ChFC® is dedicated to helping individuals, families, and business owners pursue financial confidence and long-term success.

Anthony recently earned his ChFC® designation from The American College of Financial Services in 2026, further strengthening his commitment to delivering thoughtful guidance and personalized strategies to his clients.

For the past 10 years with 1847Financial, Anthony has built his practice around a simple but powerful philosophy: every client deserves a tailored approach. Beginning each relationship with a blank slate and an open mind, he works collaboratively with clients to objectively explore their options and develop strategies aligned with their unique goals and circumstances.

Specializing in wealth management, retirement planning, business succession planning, and protection strategies, Anthony is passionate about helping clients realize they have the power to succeed financially and enjoy retirement to its fullest potential.

Inspired by his father’s path in the industry, Anthony continues to build upon a legacy rooted in relationships, trust, and meaningful impact. Outside of work, he enjoys golf, basketball, and cheering on Philadelphia sports teams — especially the Eagles.

We’re proud to recognize Anthony for his dedication to serving clients with purpose, integrity, and care.

Address

Eight Tower Bridge, 161 Washington Street Suite 1111
Conshohocken, PA
19428

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+16107710800

Website

http://www.1847financial.com/

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