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.

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. 

 

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.

 

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.