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1847Financial - Houston (Formerly known as Penn Mutual South)

Insurance
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    Jerry Graves, CLU®, ChFC®, RICP®, ChSNC® Tailoring Custom Wealth Strategies for Business Owners, Engineers, Attorneys, and Parents ▶ Insurance & Retirement Planning | Tax-Favored Strategies | Financial Advisor at Penn Mutual South
    • Top 10%
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    Catina Risper Helping Business Owners, Doctors, Dentists, Pharmacists, & Attorneys Manage Their Finances, Protect Their Families, & Leave a Legacy with Innovative Financial Solutions | Insurance & Retirement Planning | Estate Planning
    • Houston, Texas, United States
    • Top 5%
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    • Greater Houston
    • Rising Star
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    Donny Schmitt Creating Financial Success for Mid-Career to Near Retirement Professionals | Combining Investments and Insurance for Integrated Retirement Income | Wealth Accumulation and Income Distribution | Risk Management
    • Baton Rouge, Louisiana, United States
    • Rising Star
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    Terry Becnel Financial Professional at Penn Mutual
    • Baton Rouge, Louisiana, United States
    • Rising Star
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Overview

Penn Mutual South is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial and Penn Mutual South is unaffiliated with HTK. 6163622RG_Dec25