Senior African-American Couple Happy with Their Retirement Plans

Posted on April 3, 2024

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Equal Housing Lender Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third party trademark owners that would render this trademark disclaimer not relevant.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of Bryn Mawr Trust. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

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WSFS Bank, Member FDIC d/b/a Bryn Mawr Trust.

Bryn Mawr Trust is a d/b/a of WSFS Bank. Bryn Mawr Trust is a division of WSFS Bank.

The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation.

Bryn Mawr Capital Management, LLC. is an SEC registered investment adviser and a subsidiary of WSFS Financial Corporation. Registration as an investment adviser does not imply a certain level of skill or training.

The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services are separate from and not offered through Commonwealth. Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC - INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

WSFS Bank d/b/a Bryn Mawr Trust, and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.