Investing & Insurance
We offer a wide variety of investing and insurance solutions for personal and commercial clients to help you achieve your financial goals. Delivering full-service investment services and long-term financial planning through our experienced professionals, we can assist you in selecting the financial strategies that are just right for you. Our goal is to match your current financial picture, investment objectives, and tolerance for risk with appropriate investing and insurance options including:
- Mutual Funds
- Stocks and Bonds
- Fixed and Variable Annuities
- Health and Life Insurance
- Long Term Care Insurance
- Comprehensive Financial Planning Services
- 401(k) Plans and administration
- And more
For more information on our services or to schedule a no-obligation appointment to discuss your financial goals, call
(717) 261-3569 or
(888) 264-6116.
Or find out more information about our
wealth management professionals and contact them directly. We invite you to get to know more about each of them by reading their biographies.
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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). INVEST and its affiliated insurance agencies offer securities and certain insurance products and are not affiliated with F&M Trust.
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
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