Investment Services

Preparing for your future needs and those of the people you care about most is no easy task. It involves setting realistic short-and long-term goals, achieving a balance between risk and return, building a diversified portfolio...and being ready for the unexpected.

In many cases, it requires the assistance of a qualified professional dedicated to helping individuals meet their future financial needs.

We can provide you with an in-depth analysis of your financial situation. We are ready to work with you...to provide innovative solutions and products that help you meet your future financial needs.

  • Wealth Transition
  • Retirement Accounts
  • College Savings Strategies
  • Insurance Protection
  • Portfolio Analysis
  • Brokerage Services*
  • Tax-Deferred Investments
  • Tax-Advantaged Income

 

 

*Steven N. Naylor is located at 2 N. Main St, Muncy (570) 546-2211 
*Robert S. Helmrich, Jr. is located at 900 N. Loyalsock Ave, Montoursville (570) 368-1234

*Steven N. Naylor and Robert S. Helmrich, Jr. are registered representatives of and offer securites through INFINEX INVESTMENTS, INC FINRA/SIPC

Check the background of this investment professional on FINRA's BrokerCheck

 

Muncy Investment Services a Division of The Muncy Bank and Trust Company and The Muncy Bank and Trust Company
are not subsidiaries of nor controlled by INFINEX INVESTMENTS.

Not FDIC Insured - Not A Deposit - No Bank Guarantee 
Not Insured by Any Federal Government Agency - May Lose Value

 

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