Joyce Moore Financial Services
PO Box 175 Macungie, PA 18062
610-966-6127 Office • 610-730-1481 Cell
jmoore@prginc.net
www.jmfs.com

Joyce Moore has been in the business of financial advising since 1981, initially focusing on work as a management accountant for several small businesses. In 1991, she branched out to include insurance and mutual funds in her practice and formed Joyce Moore Financial Services. She found that she needed to “put her faith to work” and nurture her practice to cater to the needs of clients who wished to pair their investments with their values.

Joyce Moore Financial Services offers clients:

Comprehensive Financial Planning
Tax Consulting for Individuals and Small Businesspeople
Retirement Planning
Estate Planning
Investment Management of Socially Screened Portfolios
Asset Management Services
Trust Management
Fee-Based Planning and Investment Management
Mutual Funds, Stocks, Bonds and Other Investments
IRA’s and Other Retirement Plans
Retirement Plan Rollovers
Variable and Fixed Annuities
Life Insurance
Disability Insurance
Long Term Care Insurance

Affiliations:

Registered Representative, Portfolio Resources Group
Advisory Representative, Portfolio Resources Advisor Group
Member, Investment Committee - Portfolio Resources Advisory Group
Member, Social Investment Forum since 1991
Member, Co-Op America since 1991
Member, First Affirmative Financial Network since 2001
Member, National Association of Insurance and Financial Advisors (NAIFA) from 1992-2006
President, Lehigh Valley NAIFA from 2000-01
Board Member, NAIFA Pennsylvania from 2002-2006

Education and Credentials:

The Wharton School of the University of Pennsylvania 1974-75
Beloit College, 1973-74
Radnor High School 1972

Life Underwriters Training Council Fellow 1995
Chartered Financial Consultant 2001
FINRA Series 6, 63, 65 and 7 in many states
Life, Accident and Health Insurance License in PA

Volunteer and Civic Activities:

Board Member and/or President of the Easton Area League of Women Voters 1987-91
BSA Den Leader Minsi Trails Council 1991-95
Assistant Scoutmaster, Troop 31, Minsi Trails Council 1995-97
Borough Councilwoman, Glendon Borough 1992-96
Vice President, Glendon Borough Council 1996-1997
Trustee, United Friends School, Quakertown, PA 2004-present
Alternate Clerk, Peace & Concerns Standing Committee, Philadelphia Yearly Meeting 2007-Present
Volunteer, Philadelphia Folk Festival 1972-Present
Board Member, Godfrey Daniels Coffeehouse, 1994-2000
Active member of the Sierra Club and the Appalachian Mountain Club
Listed in Who’s Who in America since 2000
Listed in Who’s Who in American Women since 1989
Mother of two sons, Will and Kris