Our Firm
Bednarz Financial Group is an independent investment firm with no affiliation to any financial products, which means you will receive personalized advice. We are dedicated to helping our clients develop a customized financial plan based on their unique needs and goals. We use our personal and professional experience, in all areas of investment planning, to help our clients pursue long-term financial success. Our comprehensive team approach includes extensive knowledge in the areas of investments, taxes and insurance.
While most of our clientelle reside in the northeast Pennsylvania area, we serve clients coast-to-coast and are honored that they choose to remain with us after relocation. We strive to provide personal service, even if you can't be here with us, and are happy to provide video meeting services, in those cases.
Please call us, at (570) 969-0500, if you have any questions about our firm, or services we provide.
Products & Services
Our recommendations will be tailored to
accomodate the dreams you have for your future, and beyond.
Financial Planning
We will look at your entire financial picture and make recommendations to enable you to work towards your short- and long-term financial goals.
Investment Management
Our investment management services include asset allocation, financial statement analysis, fund selection, monitoring of existing investments, and portfolio strategy and implementation.
Retirement Planning
Retiring can be confusing and overwhelming. Let us help you navigate this new chapter; seeking to ensure you can comfortably enjoy the rewards of your hard work!
Estate Planning
We can assist you in developing a strategy for the administration of your assets and ensure you have the proper plan in place to make this process easy on your loved ones.
Tax Planning