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 Central Pennsylvania

Our local 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 in Harrisburg, northern Dauphin County, Schuylkill County and across Central Pennsylvania.

Our team offers the following:

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

For more information, please contact:

 

Tobin Rote Tobin Rote
Financial Services Consultant
Located at Mid Penn Bank:
5500 Allentown Boulevard
Harrisburg, PA 17110
717-920-8347
Trisha Koch-Allen Trisha Koch-Allen
Financial Services Consultant
Located at Mid Penn Bank:
2101 Market Street
Camp Hill, PA 17011
717-920-0224

 

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).

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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