Partnering with people to provide

insight, clarity, and direction to choose the right tracks for financial independence!
At Penn Financial Services we believe people should live life the way they have always wanted, even in retirement. Our team of professionals can help you create a well-thought-out strategy using a variety of investments, insurance products and services to help address your financial needs and concerns.

Central Station

3 Phase Process

> Discovery

We offer you a foundational understanding of who we are and why we do things differently, and spend time getting to know you.

> Design

We will explore our initial findings and share with you how we believe we can provide value to you as a firm.

> All Aboard!

We will finalize your guide for your retirement today.

We offer services to address the following areas:

GROW

Prepare for retirement by putting your hard earned assets to work.

HOW?

Retirement Income Strategies
Wealth Management
Annuities
Investments

IRA/Qualified Plan Rollovers

PROTECT

Protect the assets that can help you live out your life in retirement the way you always imagined.

HOW?

Asset Protection Strategies
Life Insurance

Tax-efficient Strategies

Long Term Care Strategies

GIVE

Provide for the people and causes that you care about the most.

HOW?

IRA Legacy Planning
Charitable Planning

Donor Advised Funds

We work closely with Elder Attorneys* and Tax Professionals* who provide the following services:

 
Trusts     Special Needs Trusts     Wills     Probate     Charitable Giving
Estate Planning     Tax Planning
*These Professionals are not affiliated with Penn Financial Services LLC.

Ready to take
the next step on your retirement journey?

For more information about the products or services listed here, schedule a meeting today or register to attend an upcoming seminar.

For more information about the products or services listed here, schedule a meeting today or register to attend an upcoming seminar.

Or Give us a call at (412)-939-1800

Penn Financial Services LLC.

159 Perry Highway
Pittsburgh, PA 15229

Phone: (412)-939-1800

​Michael J. Knaub and Bernard M. Avon Jr. are registered representatives of, and securities are offered through, USA Financial Securities Corp., 6020 E. Fulton St. Ada, MI 49301. Member FINRA/SIPC. Bernard M. Avon Jr. is also an investment advisor representative of USA Financial Securities, a registered investment advisor. Penn Financial Services LLC. is not affiliated with USA Financial Securities. Michael J. Knaub and Bernard M. Avon Jr. are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Michael: FL; GA; OH; PA; SC; VA) (Bernard: MD; PA). For investment advisory services these states include:(Bernard: MD; NC; PA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.