As your family grows or your needs change, it is important to review and revise your investment plan in order to meet those needs. For many of our customers, traditional bank savings products may not always provide the growth or income you need to achieve your goals. We can help you identify and develop your investment objectives to meet your financial goals. Whether you are planning for a short term event, or investing your money for longer term goals, we will be your financial partner and will tend to your investment needs over time.

Our professionals are ready to serve you over the life of your investment. We will help you understand your statements or answer questions about how your investment is performing. As your financial situation changes, we will help you adjust your portfolio accordingly. Your best interests are our best interests.

Mutual Funds
Mutual Funds allow you to pool your money with that of other investors who have similar investment goals. These funds provide potential for long-term growth, professional money management, and diversification opportunities for investment dollars.

Annuities
We offer access to the following annuities:
Tax Sheltered Annuities* are tax qualified plans offered to employees of non-profit organizations and employees of public school systems.
Fixed Annuities, which are tax deferred, allow you to safely take advantage of competitive fixed interest rates. A fixed annuity is a dependable insurance product that can provide you with steady income in the future.
Variable Annuities combine the tax-deferral benefits of a fixed annuity with the flexibility and performance of an investment fund. You control the investment options and can take advantage of potentially competitive returns through market exposure.

Stocks and Bonds
Our investment professionals can place stock, bond, and treasury bill orders. All domestic stock exchange orders are available to our clients. We offer access to a broad range of bonds to help you meet your income needs, including Treasuries, Federal Agencies, corporate, municipal, and mortgage backed. 

Insurance
Insurance can provide financial protection for your family or business. We offer access to term, whole life, key man insurance, wealth transfer, and long-term care.

Why choose life insurance? Life insurance is designed to help those that you care about the most. If you have a spouse, kids or aging parents who depend on you, life insurance is essential to help cover their needs.

Get a quote     Learn more about life insurance     Determine how much you need

REITs (Real Estate Investment Trusts)
REITs are companies that own and manage a portfolio of various types of real estate. Some REITs can sell like stocks on major exchanges and can provide diversification and long-term capital appreciation. Clients may enjoy the benefits of real estate ownership without the associated difficulties of being a landlord.

College Savings Plans
We can help facilitate College Savings Plans, which can be used to pay tuition, fees, room and board, books and required supplies at accredited colleges, universities and vocational schools across the country.

Retirement Plans
We offer access to various IRAs: SIMPLE, Roth, traditional, rollovers, transfers, and SEP (Simplified Employee Pension) plans. IRAs allow the income from interest, dividends and capital gains to compound each year without taxes*. In addition, you also can defer taxes on either the money you put into the plan initially or on the money you withdraw in retirement, depending upon whether you choose a traditional or Roth IRA.

Ask a banking professional at your branch office to arrange an appointment for you with one of our representatives.
Through our relationship with INFINEX INVESTMENTS, INC., member FINRA/SIPC, we make available a wide range of investment options. We believe in a long-term investment strategy that strives to balance risk and return by using a diversified portfolio. We focus on quality, so you can invest with confidence.