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Brokerage Services
Through a partnership with UVEST Financial Services, DNB Financial Services (DNBFS) offers access to a complete line of investment and insurance products. Our Financial Consultants, Drew Mone, Senior Vice President and Jennifer Calabro, Vice President, are fully licensed. UVEST is a premiere provider of full-service & discount brokerage account services for financial institutions.
Our Financial Consultants are available to help you understand your financial options or answer questions about how your investments are performing. As your financial situation changes, they can also help you review your portfolio and suggest areas that may need adjustment.
Products and Services Available:
- Fixed & Variable Annuities
- 401k Rollovers
- Self-Directed IRAs
- Mutual Funds
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
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- SEP
- Defined Benefit Plans
- Stocks
- Bonds
- 529 College Savings Plans
- Full Services Brokerage
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It’s easy to arrange a confidential financial
review.
For additional information about these services, please
feel free to contact us at 610-873-3900 and ask for:
Andrew J. Mone Jr.
Senior Vice President
410 Exton Square Parkway
Exton, PA 19341
[P] 484-359-3582
[F] 610-873-1328
andrew.mone@uvestmail.com
Jennifer Calabro
Vice President
410 Exton Square Parkway
Exton, PA 19341
[P] 484-359-3579
[F] 610-873-1328
jennifer.calabro@uvestmail.com
Securities and insurance products offered by UVEST Financial Services and its affiliates, member FINRA/SIPC. UVEST and DNB Financial Services are independent entities.
- Not FDIC Insured
- Not Bank Guaranteed
- May Lose Value
- Not Guaranteed by any Government Agency
- Not a Bank Deposit
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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