Investment Services

investment services

It can be difficult to navigate the many investment options available and decide how to allocate funds. Depend on our experts to work with you in developing an investment strategy that fits your financial goals.

Investment Services Across Pennsylvania

Our local Infinex Financial Services Consultants are prepared to help you navigate the maze of investment options that exist and develop recommendations that meets your specific needs. Our team will sit down with you to discuss levels of risk and your long-term financial goals. We are proud to be a trusted partner to clients throughout our entire footprint.

Our team offers the following:

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

For more information, please contact:

 

Trisha Koch-Allen Trisha Koch-Allen
Financial Services Consultant
Located at Mid Penn Bank:
2148 Market Street
Camp Hill, PA 17011
717-525-3429
Julie Bramlitt Julie Bramlitt
Financial Consultant
Located at Mid Penn Bank:
2407 Park Drive
Harrisburg, PA 17110
717-317-1113

 

For information concerning the registration status or disciplinary history of these investment professionals visit FINRA’s BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Infinex Financial Group may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Mid Penn Financial Services is a trade name of Mid Penn Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.