Financial Resources in the Philadelphia, Pennsylvania Area
Please refer to the following list of banks & financial institutions, mortgage lenders, & independent financial advisors in the Metro Philadelphia area (including Bucks, Chester, Delaware, Montgomery, & Philadelphia Counties) that focus on the financial needs of senior citizens (older adults & the elderly).
800-333-1795 • www.GoDirect.org
— Seniors can prevent identity theft by switching to direct deposit, which eliminates the risk of stolen checks and forgeries. It's also easier and more convenient than paper checks, because the payment goes straight into your bank account. It's fast, easy and free to switch to direct deposit.
Internal Revenue Service - Federal Building • 800-829-1040
— Free Tax Counseling for the Elderly (TCE) and Volunteer Income Tax Assistance (VITA).
Mortgage Foreclosure Assistance • 800-342-2397
Securities - offered through USAllianz Securities Member NASD, SIPC, MSRB, Registered Investment Advisor 5701 Golden Hills Dr., Minnesota, MN 55416-1297 (888) 446-5872