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