Your Partner in Investing and Wealth Management
We offer a wide variety of investing solutions and financial management services for personal and commercial clients, including custodial services, living trusts, advisory services, estate planning and settlement, managed and self-directed IRAs, and asset allocation programs.
Many investors find that a dedicated and professional financial partner can be your most valuable asset in today’s volatile economy. F&M Trust’s Investment & Trust Services professionals offer the stability and guidance to contend with market fluctuation. With our Investment & Trust Services team, you experience:
- An in-depth, client-focused approach to meet your individual needs and reach your short and long-term financial goals
- A comprehensive written investment policy targeting expectations and strategies followed by continuous review of your portfolio's investment performance
- Unbiased, objective investment research on hundreds of securities, with a unique historical perspective on the markets
- Individual meetings and comprehensive reports to keep you well informed about your portfolio's status and progress
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.