Secure Your Financial Future with Phoenixville Federal Bank & Trust
Investment Management
As full-time manager of your investments, Phoenixville Federal assigns a relationship manager, dedicated portfolio manager and administrator to your account. Together, with you, our team develops an appropriate investment strategy based on your objectives both now and in the future.
For more information or to schedule an appointment, please contact:
Kurt A. Kunsch
Senior Vice President / Trust Managing Director
610-935-8304 – Email
Wealth Planning
We assist individuals and families to define estate plans and to understand alternatives. Our advisors work with your attorney, reviewing documents and following up to ensure that the estate plan is on schedule and on target.
Tax Planning
Phoenixville Federal works with your accountant to develop a tax plan that will consistently benefit you, your family and your investment portfolio.
Nest Egg
Our Easy Investing Option
Nest Egg is Phoenixville Federal’s easiest investment option. Open a Nest Egg account from anywhere – your phone, tablet, desktop or stop by our Kimberton branch to begin investing today. Our friendly staff will provide helpful literature on what Nest Egg is all about.
Wealth Management Newsletter
Sign up for our wealth management newsletter to stay informed about all of the capabilities and services our Wealth Management division offers.
