The SE Agency is a Licensed Professional Brokerage, offering Quality Financial Products and Affordable Insurance Plans. We only represent top rated companies with A to A+ ratings from Standard & Poors and A.M. Best.
Our Services Include:
- IRA, 401K and 403B rollovers
- Fixed and Immediate Annuities
- Qualified and Non-Qualified Retirement Plans
- Financial Plans with Cash Bonuses
- Pension Plan Distributions
- Life Insurance
- Disability Insurance
We are licensed to do business in the states of Pennsylvania and New Jersey. If you reside in the following counties or areas, please feel free to contact us for professional information, including a prospectus or quote.
Pennsylvania: Philadelphia, Bucks, Montgomery, Delaware and Chester counties. And portions of York, Lancaster, Berks, Lehigh and Northampton counties.
New Jersey: Camden CountyWe welcome your inquiries, and the ability to be of professional service. There are never any broker or plan administration fees.