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Brokerage Services
Through a partnership with UVEST Financial Services,
DNB Financial Services (DNBFS) offers 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
- SEP
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- Defined Benefit Plans
- Stocks
- Bonds
- Mutual Funds
- 529 College Savings Plans
- Estate Accounts
- Trust Services
- 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 offered by UVEST Financial Services, Member
NASD, 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
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