Limerick Financial Group, LLC. Email Format

Investment ManagementPennsylvania, United States2-10 Employees

Limerick Financial Group, LLC is an investment management firm based in Limerick, Pennsylvania. It manages client portfolios with the objective of protecting assets from market declines, inflation, and tax effects. Its investment approach relies on proprietary technical analysis and risk-management tools developed by founder Charles E. Falco Jr.

Most clients are retirees who prioritize preserving capital and pursuing stable, measured growth. The firm provides investment management for a range of accounts, including individual and institutional accounts, retirement plans, 401(k) plans, trusts, education accounts, and variable annuities. Within the investment management industry, it emphasizes risk-controlled strategies tailored to long-term financial stability.

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