Providing insurance and investment planning strategies for individuals and small business.
As Financial Professionals, it is our goal, and more importantly, our commitment to help ensure the protection and the financial success of you and your family. With a wide variety of products and services available to help meet your needs, we are ready to assist you in selecting the strategies that are appropriate.
Every client is unique in what they need for insurance coverage, retirement planning strategies and asset transfer to the next generation. Tell us what your goals are and we’ll work to achieve them together.
We help individuals with Retirement planning strategies, Health insurance, Life insurance policies, and Property and Casualty insurances.
Brent E. Bernd
Financial Advisor 
215-723-3300 Ext. 12 
Shaun Conahan
Financial Advisor 
215-723-3300 Ext. 13
Life Insurance
Long Term Care Insurance*
Health Insurance*

Individual, Family, Group

Retirement Planning Strategies & IRA's

SEP's, Roth's, Traditional, Annuities

Disability Income Insurance*
Liberty Mutual Policies

Home, Auto, Umbrellas, Boats, Motorcycles

Mutual Funds

*Availability varies by Carrier and State


127 East Broad Street
Souderton, PA 18964

Tri Valley Insurance
Office: 215-723-3300
Fax: 215-723-3383


Check the background of your financial professional on FINRA's BrokerCheck.
Brent Bernd and Shaun Conahan offer investment advisory services through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services {PFPS)(Member SIPC), pursuant to separate client agreement. Offering insurance and securities products and services as registered representatives of Pruco, and an agent of issuing insurance companies. Tri Valley is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity.
Tri Valley Insurance Agency does business in the following states:

• Securities: PA
• Life Insurance: PA
• Variable Life Insurance: PA
• Property & Casualty: PA
• Mutual Funds: PA
• Fixed Annuities: PA
• Variable Annuities: PA