Wealth Management

wealth management

Our local team will ensure that all elements of your finances are accounted for while developing a comprehensive plan that protects and grows your money.

Wealth Management in Pennsylvania

At Mid Penn Bank, we offer personalized wealth management services for customers in Harrisburg, Lancaster, and across Central Pennsylvania. If you’d like to save for your future, protect your assets, and work to build a financial legacy, our local and experienced team can help.

Comprehensive Wealth Management Solutions

Mid Penn Bank’s professional Wealth Management group helps customers build and manage assets for a lifetime, as well as safeguard a financial legacy. Mid Penn Bank’s wealth management solutions include:

  • Investment Management – Our local experts are dedicated to providing customized solutions and delivering results.
  • Brokerage Services – We’ll help you create an investment strategy that’s in line with both your short-term and long-term goals.
  • Financial Planning – Whether you are just starting to build wealth or you are planning for your retirement, our local team will build a relationship with you to provide professional guidance.
  • Fiduciary Services – Our fiduciaries are experts at administering trusts, estates, guardianships and agency accounts.
  • Retirement Plan Options – We provide comprehensive retirement plan services to companies throughout Central Pennsylvania.

 

To learn more, speak with one of our local experts today.

joe paese Joseph Paese, CFP
Director of Trust and Wealth Management
4431 N. Front St
Harrisburg, PA 17110
717-985-7121
Karen Kenderdine Karen Kenderdine
Manager of Relationship Services
1501 Rt. 61 South
Pottsville, PA 17901
570-544-4788
Kimberly Arthur-Tressler
Manager of Trust and Fiduciary Services
4431 N. Front St
Harrisburg, PA 17110
717-920-8346

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