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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 Voya Financial Advisors, Inc., Member SIPC

 

Muncy Investment Services and the The Muncy Bank and Trust Company
are not subsidiaries of nor controlled by Voya Financial Advisors, Inc.

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

**Asset Allocation, which is driven by complex, mathematical models, should not be confused with the much simpler concept of diversification.


┬ęCopyright 2008 The Muncy Bank and Trust Company.