PennWood Financial Group



4905 W. Tilghman St. Suite 200
Allentown, PA 18104





Our Firm





~ Henry David Thoreau





Real life needs are about taking care of family, being comfortable and feeling secure.  So, whether you're saving for a college education or a home, investing for retirement or already retired, or maybe you have another goal; a PennWood Financial Group professional can help.  We will work with you to understand your short- and long-term goals and together we can create a solid strategy to help you achieve them.








We realize planning for your financial future might seem confusing and even daunting at times.  When it comes to planning , your natural reactions can get in the way.  It's human nature to overthink, overreact, and, at times, be overwhelmed. 

A qualifed financial services professional serves as an emotional circuit breaker so you don't abandon a well-thought-out plan.  That gives you the best chance for reaching your goals, instead of letting human nature get the best of you.

We strive to put our clients at ease, making them feel confident that we can help make their financial lives easier.  At PennWood Financial Group, we consider our clients' goals and dreams to be our highest priority. We believe in the value of long-term relationships, integrity and uncompromising quality and service.

Why Should You Partner With PennWood Financial Group?

PennWood Financial Group was established in 1987 and today includes more than 150 financial professionals and support staff.  We have financial services professionals throughout Eastern PA, so you don't need to go far to find a professional in your community.  We believe in face-to-face communication so we will travel to your home or place of business at a time that is convenient for you. 

With hundreds of years of combined experience within the financial services industry many of our professionals have earned industry designations such as CFP®, CLU®, MSFS®, CFA® and RICP®.  At PennWood Financial Group, our priority is to provide you with the satisfaction that comes from knowing you have a financial professional committed to helping you address your objectives.  Our continuing dedication to developing relationships with our clients has afforded us the opportunity to work with over 500,000 individuals and businesses.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck