Retirement Services

Your retirement years can be marked by financial freedom with the right plan.  Whether you’re looking to see the world through travel or simply want to enjoy life from the comfort of your own front porch, our retirement experts can help with a plan to make your dreams a reality.

Our Investment & Trust relationship managers will help devise a retirement strategy to maximize your financial potential and help you realize your vision of the ideal retirement. Working together we create and implement a plan that will enable you to enjoy all that retirement has to offer. With so many retirement options to choose from, we’ll help develop the right plan and start building that nest egg today with solutions like:

IRA – Whether it is a Traditional IRA or Roth IRA, we make it easy for you to rollover, transfer, consolidate or start a new IRA. Let us help you understand the benefits of tax-deferred earnings along with tax savings on current contributions.  We’ll help determine which IRA plan is best suited for your individual situation.

401(k) Rollover – If you switch jobs, your 401(k) is portable – meaning you can choose who is going to manage your funds. We can manage your IRA or 401(k) rollover to best meet your retirement objectives.

Retirement Planning – Whether you are a young adult beginning your career or someone who is already enjoying retirement, we offer retirement planning to help you accumulate assets toward a solid and comfortable retirement, as well as assist you with maximizing income and minimizing taxes during your retirement years.

For more information on our Retirement 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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