What is a CFP®?

A Certified Financial Planner is more than just a name.
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Registered Investment Advisors

Investment Advisors operate at a higher standard to ensure that you
get the advice best for you.
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A financial analysis takes a three-pronged approach to financial planning.
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Penn Group Financial Services, Inc. was founded on a need - a need our clients had for the highest level of personal financial planning and asset management. Though we provide comprehensive financial planning for younger clients, Retirement Planning is our area of expertise. Most of our clients are retirees or individuals who are within ten years of retirement.

We are convinced that Retirement Planning can best be achieved on a fee basis through a Registered Investment Advisory firm. This allows for unbiased recommendations and avoids commission driven services. As a result, we are able to make more meaningful recommendations based on your best interests and objectives.

Scott Weglarz has been in the business since 1975. In 1991 he became a CFP and formed Penn Group Financial Services in 1994. We are still committed to meeting our clients' needs. Let us show you today how we can assist you.

Financial Planning