Broker Check
Your Financial Partners Simplifying the Complex Tailored to You
 

Asset Management⁽¹⁾

 

Trust & Estates⁽¹⁾

 

Retirement⁽²⁾

 

My 401k⁽²⁾

Understanding Today’s Financial Environment

Wealth Management means providing a client with financial confidence and knowing they’re prepared for not only today, but tomorrow as well. The Peoples Security Wealth Management Group has served families, foundations and corporations with Investment Management, Estate Planning and Advisory, and Trust services for over a century. Based in Scranton, Pennsylvania, our reach extends from upstate New York, down through the Endless Mountains into Northeastern Pennsylvania, the Lehigh Valley and Suburban Philadelphia.

Contact Us

 

⁽¹⁾ Peoples Security Wealth Management Group is a trade name for Peoples Security Bank and Trust Company. Peoples Security Bank and Trust Company and Peoples Security Trust and Investment Management are not registered broker/dealers and are not affiliated with LPL Financial.

⁽²⁾ Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Peoples Security Bank and Trust Company deposits and are not FDIC insured. These products are not obligations of the Peoples Security Bank and Trust Company and are not endorsed, recommended or guaranteed by Peoples Security Bank and Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.


Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Saving for College 101

Here’s a crash course on saving for college.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow