David Patchcoski, Investment Adviser Rep, Pennwood Financial Group

David Patchcoski, Investment Adviser Rep, Pennwood Financial Group This page will help people develop financial objectives, and achieve those objectives through various financial products and investment services.

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term

care insurance protection, I promise you a new level of attention, insight and capability. I am licensed to sell insurance in: FL, NY, and PA. and securities in: FL, NY, and PA. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org).

Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth ...
11/08/2024

Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs.

An estate plan can protect your assets, interests and beneficiaries, provided you avoid costly mistakes pertaining to your trust, will, ownership and more.

Protection from a down market should be built into your retirement plan from the get-go. Let’s see if certain retirement...
10/07/2024

Protection from a down market should be built into your retirement plan from the get-go. Let’s see if certain retirement strategies and tools, like annuities, can help fortify your portfolio.

Don’t let a retreating market derail your retirement plans. This article covers what to do if you plan to retire during a bear market.

What’s the financial and emotional burden of shouldering underestimated eldercare costs? Let’s talk about how we can cre...
09/24/2024

What’s the financial and emotional burden of shouldering underestimated eldercare costs? Let’s talk about how we can create a guaranteed income stream to help ease the burden through an annuity.

As the population ages, the question of how to provide care to older adults is increasingly on people's minds. Whether the best care is provided at home by loved ones or professional care providers is a question many struggle with. If the choice is made to care for loved ones at home, what is the fi...

Many people don’t realize the true financial impact that losing an income can have on their savings. Let’s make sure you...
05/06/2024

Many people don’t realize the true financial impact that losing an income can have on their savings. Let’s make sure you’re protected.

We went on the streets to see how much people really know about disability income insurance. The answers may surprise you.

04/29/2024

Retirement wealth can be taxed in different ways. Let’s talk about a strategy that may help better position you for the future.

Are you looking to grow your assets and make sure you’ll have lifetime income in your retirement? We should talk about h...
04/22/2024

Are you looking to grow your assets and make sure you’ll have lifetime income in your retirement? We should talk about how an annuity can help you do both.

04/15/2024

Investing can feel intimidating - but it doesn’t have to. Grow your confidence with the basics.

Did you know it’s possible to enhance your charitable legacy while creating a guaranteed retirement income stream? Let’s...
04/08/2024

Did you know it’s possible to enhance your charitable legacy while creating a guaranteed retirement income stream? Let’s talk through it.

How to roll over a legacy IRA to a charitable gift annuity.

While technology stocks dominate the news, it’s important to maintain a diversified equity portfolio. In fact, according...
04/01/2024

While technology stocks dominate the news, it’s important to maintain a diversified equity portfolio. In fact, according to Bloomberg, 10 of the 11 S&P sectors were positive the week of March 17, with real estate the only area to show a loss.

How did your portfolio do? Is it diversified enough to find opportunity however the market inevitably shifts? Let’s talk.

How will you care for your aging parents? Let’s make a financial plan that prioritizes their future — and yours.
03/26/2024

How will you care for your aging parents? Let’s make a financial plan that prioritizes their future — and yours.

As your wealth increases, so can the complexity of your financial needs. Let’s discuss your situation to see what soluti...
03/18/2024

As your wealth increases, so can the complexity of your financial needs. Let’s discuss your situation to see what solutions may be best for you and your family.

Address

27 Depot Street
Peckville, PA
18452

Telephone

+15708513249

Website

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