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