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The 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:
- Discount Brokerage
- Stocks
- Corporate & Municipal Bonds
- U.S. Government and Mortgage-backed Securities
- Mutual Funds
- College Savings (529 Plans, Coverdell Savings)
- Retirement Accounts
- 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 Polk
Memorial Square Office - Chambersburg
261-3585
Waynesboro/Greencastle
762-8123
Jack Turner
Shippensburg Office
530-2100
Jerry Slothower
Ritner Highway Office - Carlisle
960-1406
Diana Sponseller
Lincoln Way East Office
264-9414
Jim Ifert
Fulton/Huntingdon Counties
485-6946
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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).
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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Personal Investment Center
Investment & Trust
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