Who We Are
PennWood Financial Group was established in 1987 and today includes more than 200 financial professionals and support staff. The representatives in our firm combine decades of experience in the financial services industry with some having earned professional designations such as CLU, ChFC, CFA, and CFP®.
Achieving your financial goals requires the guidance of a professional who is supported by a diverse team of specialists and backed by a company with financial strength. With this support and our own expertise, we are able to deliver solutions that help address your specific needs through a multitude of highly rated financial institutions.
At PennWood Financial Group, our priority is to provide you with the satisfaction that comes from knowing you have a financial professional committed to helping you address your objectives. Our continuing dedication to developing relationships with our clients has afforded us the opportunity to work with over 500,000 individuals and businesses.
Your Financial Situation is as Unique as You.
We won’t make recommendations before we get to know not just you, but also your goals, values and aspirations. We begin by meeting face-to-face to explore your unique situation. What we uncover together, will help us customize a strategy specific to your needs.
At PennWood Financial Group, we consider our clients’ needs, goals and dreams to be our highest priority. We believe in the value of long-term relationships, service, integrity and uncompromised quality.
Managing Partner of Pennwood Financial Group Jeffrey Kurtz
We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement.