Susquehanna Financial Advisors Overview

  • Service
  • Financing Advisory
  • Founded
  • 1994
Founded
  • Employees
  • 4
Employees
  • Serviced Companies
  • 20
  • Serviced Deals
  • 21
  • Serviced Investors
  • 1

Susquehanna Financial Advisors General Information

Description

Susquehanna Financial Advisors is a boutique wealth management firm based out of Mechanicsburg, Pennsylvania. Founded in 1994, the firm provides services including investment planning, financial assessment and strategy, mutual funds and bonds, retirement planning, life insurance and tax services.

Contact Information

Year Founded
1994
Service Provider Type
Financing Advisory
Primary Office
  • 4999 Louise Drive
  • Suite 101
  • Mechanicsburg, PA 17055
  • United States
+1 (717) 000-0000

Susquehanna Financial Advisors Services to Companies

Service on a Deal (21)

Company Name Service Provided Deal Date Deal Type Deal Amount
HCA Management Services Underwriter Mar 2011 00000 0000000
0000000 00000 Underwriter Sep 2009 00000 0000000
00000000000 00000 Underwriter Aug 2008 00000 0000000
0000000 Underwriter Aug 2008 00000 0000000
000000000 00000000 Underwriter Dec 2007 00000 0000000
00000000000 00000 Underwriter Dec 2007 00000 0000000
00000 0000000 Underwriter Nov 2007 00000 0000000
0000 000000 Underwriter Aug 2007 00000 0000000
Perfect World Entertainment Underwriter Jul 2007 00000 0000000
Polypore International Underwriter Jun 2007 00000 0000000
You’re viewing 10 of 21 services to companies. Get the full list »
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Susquehanna Financial Advisors Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Costar Technologies Advisor: General Jul 2007 00000 0000000
To view Susquehanna Financial Advisors’s complete services on a deal — buy side history, request access »

Susquehanna Financial Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Susquehanna Financial Advisors‘s full profile, request access.

Request a free trial

Susquehanna Financial Advisors Team (4)

Name Title Deals Office Contact
Info
Edward Gormley Founder, Partner, President and Chief Executive Officer Mechanicsburg, PA
Melissa Pujia Financial Consultant Mechanicsburg, PA
Laurie Andrus Operations Manager Mechanicsburg, PA
You’re viewing 3 of 4 team members. Get the full list »