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Our Advisors

Patrick Bungo

Wealth Advisor for AVB Advisors

Patrick Bungo is the Wealth Advisor for AVB Advisors, Inc. Patrick has fourteen years of experience in the financial services industry and helps his clients in a variety of areas including:

  • Retirement Planning
  • Estate Preservation Planning
  • Mutual Funds, Stocks and Bonds
  • Fixed and Variable Annuities
  • Life Insurance Planning
  • Brokered Certificates of Deposit
  • 401K, SEP, Simple and Keogh Plans
  • Business Buy/Sell Agreements and Key Person Life
  • College Education Planning
  • Long-Term Care Planning

He is a registered representative with LPL Financial who has obtained FINRA Series 7 and 63 securities registrations and is licensed to sell Life and Health Insurance in the states of Pennsylvania, West Virginia and Ohio.  Patrick also holds a Property and Casualty Insurance license in the state of Pennsylvania.


vcard   Phone  (
412) 773-7281


   


Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.  Allegheny Valley Bank and AVB Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

  • Not FDIC Insured    
  • Not Bank Guaranteed    
  • May Lose Value       
  • Not Insured by any Government Agency    
  • Not a Bank Deposit     

 The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  OH, PA & WV

 

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