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

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Raising Healthy Children

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

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

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

Social Security Taxes

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow