Broker Check
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Our wealth management services and your investment accounts have moved to LPL as of February 22, 2025. Visit our FAQ page for more information regarding the transition.

Learn More

Welcome!

BestVest Investments, a financial services firm based in Media, PA, to offer members financial planning, investment and insurance services. We are here to help you create financial independence now and for the future. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs and financial goals.  For additional disclosures or information, visit www.bestvest.net

Contact Us


Our Services

BestVest Investments is looking to provide the highest quality investment and insurance services and independent investment products to all Police and Fire Federal Credit Union members. Retirement Planning with Income Strategies, Educational Planning, Investment Portfolio Review and Construction, as well as Insurance Needs Analysis, are the core of our services. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Helpful Content

Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

View all articles arrow

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

View all calculators arrow

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Rightsizing for Retirement

What does your home really cost?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

View all videos arrow