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Investment Services

Brokerage Accounts

We just got married. How can we plan for our dream home?

Iím a new parent. How can my kids be protected from an unexpected death or disability of me or my husband?

How will I afford to send my children to college?

What income can I count on at retirement? How will I be able to cover costs once I retire?

For some, just the thought of planning for the future can be enormously intimidating. First there is the sheer number of available options. More importantly, the challenges of meeting day-to-day financial obligations may simply make it seem impossible to set anything aside for the future. To help you reach your financial goals we offer an investment program through Infinex Investments, Inc.

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A World of Investment Choices

A Brokerage account may be established to help you achieve a variety of different investment goals with the guidance of a Registered Representative. It can be used for general investing purposes or may also be used to supplement your retirement portfolio.

Our partnership with Infinex Investments, Inc. offers you a choice.

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WITH OUR HELP

Make informed choices with advice from a registered representative. An Infinex representative will meet with you to open your account and to provide you with an analysis based on your personal financial profile.

Collaboratively, we can help you choose from a wide variety of investment options including stocks and bonds, mutual funds, managed money programs and U.S. Government securities, to name a few. Recommendations are based on a combination of your goals, risk tolerance and investment timeframe.

Traditional Brokerage Accounts

Here's how we can help:

  • Identify your financial goals and objectives
  • Determine your investor profile
  • Recommend and deliver appropriate solutions
  • Review your strategy regularly

Contact an Infinex representative:
Adam Truitt (717-436-2144)
Brian Hummel (717-582-3977)

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC . Infinex and the bank are not affiliated. Infinex Financial Group is owned by a consortium of depository institutions and state bank trade associations. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.  

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Previously Opened Online Brokerage Accounts

If you previously opened a brokerage account online please note that we are now working with Infinex Investments, Inc. However, you may still access your Brokerage account that was opened with Sorrento Pacific Financial, LLC.  Please click here to access that link.