Banking Accounts,  Wealth Management,  Investments,  Insurance Services,  Mortgages,  Loans

Investment Services

When planning your financial future, you want someone you can trust.  Our financial services consultants can help you navigate through the maze of investment options that exist and develop recommendations that meets your specific needs. 

  • Fixed Rate Investments
  • Mutual Funds and Annuities
  • Individual Securities
  • Retirement Accounts
  • College Funding Plan

Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing.  The prospectus contains this and other information about the funds.  Contact your registered representative or the fund company to obtain a prospectus which should be read carefully before investing or sending any money.  

 

For more information, please contact:

Tobin Rote, Financial Services Consultant

Located at Mid Penn Bank:
2101 Market Street
Camp Hill, PA 17011
Phone: (717) 920-8347

For information concerning the registration status or disciplinary history of a broker/dealer or BD representative, a consumer may also contact the Financial Industry Regulatory Authority (FINRA) at the following toll-free number: 800-289-9999 or visit www.finra.org.

Investment products and services: The above representative available only to residents of Pennsylvania (PA).

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Supervisory office:

Jeffrey Fratz, BAR Financial, LLC

5 Kacey Court, Suite 101
Mechanicsburg, PA 17055
Phone: 717-766-4551
Fax: 717-691-3299

 
 

Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

NOT A DEPOSIT • NOT FDIC INSURED • NOT BANK GUARANTEED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE


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