investment services

PA & NJ 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.

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Investment Services Across Pennsylvania & New Jersey

Our local Osaic Institutions Financial Advisors are prepared to help you navigate the maze of investment options that exist and develop recommendations that meet your specific needs.

Our team offers the following:

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

Registered representatives of Osaic Institutions Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Investment and insurance products and services are offered through OSAIC INSTITUTIONS INC., Member FINRA/SIPC. Mid Penn Financial Services is a trade name of Mid Penn Bank. Osaic Institutions and Mid Penn Bank are not affiliated. Products and services made available through Osaic Institutions 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.

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