Welcome FOP Members

Welcome FOP Members

 

FOP Lodge 5 members can plan for a more secure future by taking advantage of several attractive investment and benefit opportunities available through Lodge 5 membership.

 



College Planning (529 College Savings Accounts)

FOP members can save for their children's and grandchildren's continuing education by investing in a 529 savings plan*. Bridge Valley Financial Services, LLC as Investment Adviser Representatives of Newbridge Securities offer all Lodge 5 members the ability to invest in the CollegeAmerica® employer-sponsored 529 program-without a sales charge.



Portfolio Evaluation / Personal Retirement Planning Advice

FOP members can receive a portfolio evaluation or retirement planning evaluation through Bridge Valley Financial Services, free of charge.  Only if you decide to continue to utilize our services will you be charged a fee. 

 

Deferred Comp Updates

All Lodge members are eligible for free E-mail updates on the Mutual Funds that are available for investment in The City of Philadelphia’s Deferred Comp Plan.

 

On-Site Professional Services

FOP members can also take advantage of the opportunity to meet with a Financial Advisor;   these initial meetings will be by appointment only and will be free of charge.  Only if you decide to continue to utilize these professional services will you be charged a fee. 

*The fees, expenses and features of 529 plans can vary from state to state.  529 plans involve investment risk, including the possible loss of funds.  There is no guarantee a college-funding goal will be met.  Earnings must be used to pay for qualified higher education expenses to be federally tax-free.  The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10% penalty.  By investing in a Plan outside your State of residence, you may lose any State tax benefits.  529 plans are subject to enrollment, maintenance and administration/management fees and expenses.

 

 

 


   For more information please contact



Austin R. Dutton, Jr.  Managing Director

 

Bridge Valley Financial Services, LLC.

 

 Direct: 215-598-9460

 

adutton@newbridgesecurities.com      

 

 


 


 


WWW.AUSTINDUTTON.COM


 


 

 


 


 


 

Securities offered through Newbridge Securities Corp.,

 

 Member FINRA and SIPC