Financial Services

Our financial strategic alliance firms have been serving the Central Pennsylvania region for more than 35 years, helping individuals, families and businesses to grow their tomorrow through financial products and services. Our clients are our first priority and the companies we are aligned with have programs to assist you with the following:

Financial Planning

  • Fee-based financial planning division
  • Fixed plan fees or hourly rate
  • Portfolio analysis, estate planning, retirement, business & charitable, strategies

Investment Services

  • Mutual funds
  • Managed money programs
  • Fee-based asset allocation programs
  • Variable annuities
  • 529 college savings plans
  • 401(k) rollovers

Insurance Services

  • Individual life & disability income
  • Long-term care insurance
  • Fixed annuities
  • Access to select and specialty insurance products which may be needed to address individual needs

Corporate Benefits

  • Group pension products
  • Group life, disability income & health insurance
  • Retirement plan funding and employee education
  • 401(k) plan analysis & MEP
  • Executive carve-out plans

PDAIS has formed a strategic relationship with several local firms:


5001 Louise Drive, Suite 300
Mechanicsburg, PA 17055 
 4000 Market Street
Camp Hill, PA 17011

115 South Main Street
Lewistown, PA 17044

Registered representatives doing business as uFinancial, Polaris Advisors and Kish Financial Solutions offer securities, investment advisory and financial planning through MML Investors Services, LLC, Member SIPC ( Supervisory Office: 5001 Louise Drive Suite 300 Mechanicsburg, PA 17055 (717) 791-3300.  Polaris Advisors and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies.

We have individuals licensed to sell insurance in the following state(s): AL, AZ, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA & WV

We have individuals licensed to sell securities in the following state(s):  AZ, CA, CT, CO, DE, FL, GA, IN, KS, MA, MD, MI, MO, MT, NE, NC, NJ, NM, NY, OH, PA, SC, TX, UT, VA, VT, WA & WV

Check the background of MML Investors Services, LLC on FINRA's BrokerCheck.