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KNBT Securities, a subsidiary of Keystone Nazareth Bank &
Trust Company (KNBT), was announced by KNBT in September
2004.
Formerly Oakwood Financial Corporation, KNBT Securities is a
full-service brokerage firm, led by the former executives of Summit
Financial Services Group (SFSG, Inc.) and Lehigh Securities. These
individuals, Gerard Hallman, Richard Jennings, and Kevin Serensits,
have a combined 71 years of brokerage and financial planning experience.
In addition to these experienced individuals, KNBT Securities
has assembled an experienced support staff and investment/retirement
specialists with diversified financial knowledge.
As a result of the Fleet Bank/Summit Bancorp merger in 2001,
the group came together with the idea to create an independent
and local firm that stood apart from the competition. As the brokerage
industry has evolved, it has taken the path not necessarily beneficial
to the customer. Firms have chosen to let the overall asset size
of each customer determine the level of service and price to which
they were entitled. The result...overall service has been compromised.
To the contrary, at KNBT Securities, our mission is to provide
every customer with superior personal service at a competitive
price. Regardless of your level of financial sophistication or
the degree of direction you require, KNBT Securities will be instrumental
in meeting your financial goals. |