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Peoples Security Wealth Advisors

Whether you are investing to build wealth, protect your family or preserve your assets, our advisors are here to help. For over 75 years, we have assisted our clients in pursuing their long term financial goals while taking into consideration their current needs. We look forward to speaking with you to determine how we can help you work toward those goals. 

Icon-ProductsOur Services

Peoples Security Wealth Advisors have access to a wide array of financial and wealth management products and services offered through our alliance with LPL Financial. We are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide access to high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

 

Wealth Advisors - Brokerage & Investment Services Team

To reach our Peoples Security Wealth Advisors - Brokerage & Investment Services Team, email brokers@psbt.com.

Mick Saravitz

Mick Saravitz

Vice President
Wealth Advisor

phone | 570-278-1858
866-334-6979 x96127

25109 State Route 11
Hallstead, PA 18822

Mick has been with Peoples Security Wealth Advisors since the inception of the investment program in April 1999. Prior to joining Peoples, Mick was a long time employee of the Bendix Engineering Department.

He is a Navy veteran and a graduate of Broome Community College. Mick enjoys working on his property in Friendsville, where he lives with his wife and two sons.

Mark Zakoski

Mark J. Zakoski

Vice President
Wealth Advisor

phone | 888-868-3858 x2310

216 South Main Street
Old Forge, PA 18518

Mark has over 30 years of experience in his field and is responsible for Brokerage and Investment Services at Peoples Security Wealth Advisors. He holds FINRA Series 7, 24, 63, 65 registrations through LPL Financial and Pennsylvania Life and Health and Fixed Annuity Licenses.

He provides investment strategies to help pursue the ever changing and growing financial needs of the customers of Peoples Security Wealth Advisors.

Crystal Medina

Crystal Medina

Investment Assistant

phone | 570-504-0489
888-868-3858 x2332

150 North Washington Avenue
Scranton, PA 18503

Crystal is an Investment Assistant for Peoples Security Wealth Advisors located at the Corporate Office in Central City Scranton, PA. Crystal has over 10 years of experience serving in a variety of roles within the financial industry at Morgan Stanley Smith Barney, Mortgage Network, and Unique Financial.

Crystal manages the Wealth Advisory office in Scranton and is responsible for assisting the Wealth Advisors and their clients with solutions to distribution needs, paperwork completion and trade order executions.

Amy Huffman

Amy Huffman

Client Relationship Manager

phone | 570-278-1858

25109 State Route 11
Hallstead, PA 18822

Amy is a Client Relationship Manager for the Peoples Security Wealth Advisors located in Hallstead, PA. She holds a Pennsylvania license of authority for Accident, Health, Life and Fixed Annuities.

Amy manages the Wealth Advisory office in Hallstead and is responsible for assisting the Wealth Advisors with new business processing, client account paperwork completion, and addressing other client service needs.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank & Trust Company and Peoples Security Wealth Advisors/Peoples Security Retirement Plan Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Wealth Advisors and Peoples Security Retirement Plan Services, and may also be employees of Peoples Security Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank & Trust Company or Peoples Security Wealth Advisors/Peoples Security Retirement Plan Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or any other government agency

Not Bank guaranteed

Not Bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.

 

Peoples Security Bank & Trust Company (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.