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Personal Investment Center

Products and Services through INVEST Financial Corporation, member FINRA/SIPC.

The Personal Investment Center at F&M Trust is located in the lobbies of our community offices: Memorial Square in downtown Chambersburg, Waynesboro, Greencastle, Shippensburg, and Ritner Highway in Carlisle. In addition, Personal Investment Counselors are available at other F&M Trust community office locations including Boiling Springs, Lincoln Way East, Mont Alto, and Marion during selected times.

Take advantage of a free consultation with a fully licensed Personal Investment Counselor (a registered representative of INVEST Financial Corporation) who can help develop a long-term strategy that meets your financial goals. Using an investment profile analysis and portfolio review, we can assist you in managing your resources to help meet your financial needs:

  • Monthly Income
  • Tax-advantaged Investments
  • Retirement Planning
  • College Education Funding
  • Diversification of Investments

Products available include:

  • Stocks
  • Corporate & Municipal Bonds
  • U.S. Government and Mortgage-backed Securities
  • Mutual Funds
  • College Savings (529 Plans, Coverdell Savings)
  • Retirement Accounts
    • IRA
    • SEP
    • Simple IRA's
  • Insurance
    • Term Life
    • Whole Life
    • Universal Life
    • Variable Life
    • Annuities (Fixed and Variable)
    • Long-term Health Care

To learn more about the full range of investment opportunities available through INVEST at The Personal Investment Center, call today to schedule a free confidential consultation with an investment counselor:

Avis Graham
Memorial Square Office - Chambersburg
261-3585

Rod Salter
Waynesboro/Greencastle
762-8123

Jack Turner
Shippensburg Office
530-2100

Jerry Slothower
Ritner Highway Office - Carlisle
960-1406

Diana Sponseller
Lincoln Way East Office - Chambersburg
264-9414

Jim Ifert
Fulton/Huntingdon Counties
485-6946

 

INVEST Financial Corporation (INVEST), member FINRA, SIPC. This information is not to be construed as an offer to sell or a solicitation to buy any securities. Discount customers do not have access to a registered representative and will not receive personal service or recommendations. All errors are the responsibility of the client. Securities transactions are facilitated through National Financial Services (NFS).

Products offered are:

  • Not FDIC Insured.
  • Not a deposit or other obligation of, or guaranteed by, any bank.
  • Subject to risks including the possible loss of principal invested.
  • Not insured by any government agency.

 

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representative and the brok er-dealer or investment advisor they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2) Representatives of a broker-dealer or investment advisor are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST FINANCIAL CORPORATION'S
PRIVACY POLICY