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

Wealth Management

Mid Penn Bank’s professional Wealth Management group provides Trust and Investment Management Services to help customers build and manage assets for a lifetime, as well as safeguard a financial legacy now and for the future. Services, expertise, and products offered by the Wealth Management group include:

  • Investment Management - prudent management of investable assets
  • Retail Brokerage - purchasing and selling investment products
  • Financial Planning - building estate, financial, tax & retirement plans
  • Fiduciary Services - administering trusts, estates, guardianships and agency accounts
  • Retirement Benefit Plans - helping employees select and purchase retirement investments
  • Insurance - offering life, disability and long-term care

 Visit our Financial Calculators page and check out the Investment Calculators to learn more about planning for your future.

 

 FMA Advisory, Inc.

Mid Penn Bank has joined forces with independent advisory firm, FMA Advisory, Inc., to offer our customers sound advice on a broad array of investment options. Using a custom-designed portfolio strategy, this powerful partnership will help to protect and grow your assets.

For more information on how to simplify your investment strategy with Mid Penn Bank and FMA Advisory, please click here to contact us or call 1-866-642-7736.


 

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


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