B. Douglas Trainer, LUTCF
Senior Financial Consultant
National Penn Investment Services
Doug provides objective financial advice and tailored solutions for individuals, businesses, foundations, endowments and estates. He has 29 years of experience in various aspects of Comprehensive Financial Planning which include Personal, Business, Estate and Retirement Planning and also Business Group Benefits. Doug is FINRA registered 6,7,63 and 65. He also holds an insurance Life & Health license.
Doug has experience with helping family-owned businesses develop business continuation planning and exit planning strategies for the owners. In addition, he has helped clients with retirement planning with both qualified and non-qualified plans.
If you wish to speak with an expert, please contact Kim Musko at 610.898.7778.
Upcoming FBA Events