Pennsylvania (PA)

Pennsylvania – Retirement Education & Local Financial Guidance

Empowering Pennsylvanians to Plan with Confidence

At SafeMoney.com, we provide Pennsylvania residents with clear retirement education and access to licensed, independent financial professionals. Whether you’re in Philadelphia, Pittsburgh, Harrisburg, or anywhere in the state, we help you build a retirement plan based on income security and long-term financial health.

Pennsylvania Retirement Resources Include

  • Free guides on annuities, retirement income, and insurance
  • Access to professionals who prioritize transparency and education
  • Tools tailored to Pennsylvania’s retirement and tax environment

📥 Download our free Retirement Guides

or connect with a Pennsylvania advisor listed below to receive your personalized financial planning materials.

Name Department Position SMC Phone Suburb State
David Sargent David Sargent PA Secure Retirement Solutions Managing Partner Safe Money Certified 215-740-2383 Doylestown PA
Glenn DePretis Glenn DePretis Pres Financial Licensed Retirement Advisor 267-625-2111 Cheltenham PA
Jerry Gross – Gross Financial Services Jerry Gross – Gross Financial Services Gross Financial Services President Safe Money Certified 215-355-4544 Feasterville Trevose PA
Judith Sciaky Judith Sciaky AP&G Financial, LLC President & Founder 610-220-7977 Station PA
Michael G. Wells Michael G. Wells Asset Estate Planning President 610-969-8402 Bala Cynwyd PA
Ronald Diaz, CEP® Ronald Diaz, CEP® Manam Retirement Group Owner / President Safe Money Certified 724-947-2017 Burgettstown PA
Samuel Abraham CLU®, ChFC®, CFP® Samuel Abraham CLU®, ChFC®, CFP® Abraham Financial Planning Founder Safe Money Certified 412-853-1961 Pittsburgh PA
Steven A. Suib RICP®: Retire with Confidence Steven A. Suib RICP®: Retire with Confidence Preservation Wealth Management Founder Safe Money Certified 610-768-7789 King of Prussia PA

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