Investment Services Division
Brokerage Accounts
We just got married. How can we plan for our dream home?
I’m 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, The First National Bank of Mifflintown offers an investment program through Sorrento Pacific Financial, LLC.
Mutual Funds and Other Investment Choices
A Brokerage account may be established to help you achieve a variety of different investment goals, either with the guidance of a Registered Representative or self-directed if you wish to manage your own investment portfolio. It can be used for general investing purposes or may also be used to supplement your retirement portfolio.
You choose how you wish to do business with us.
Because everyone has their own preferences for managing their financial future, First National Bank of Mifflintown through their partnership with Sorrento Pacific Financial, LLC offers you a choice.
Whether you trade on your own or rely on us to assist you, you may invest in mutual funds, Exchange Traded Funds, bonds, and listed securities in all major U.S. markets.
ON YOUR OWN
If you prefer to make your own investment decisions, you may open your account directly online by using the link below. Enjoy instant access to your brokerage account so that you can make your self-directed investment decisions anytime with the click of a mouse.
Online Brokerage Accounts
As we move into the future of online investing, note that the logo has changed to eVISION®. Note that when you click on the link, it will take you to the same online account that you are familiar with.
In the unlikely event that the trading site is down, clients may call in their trades at 888-805-5585, option 1.
WITH OUR HELP
Make informed mutual fund choices with advice from our Registered Representatives. A Sorrento 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. Our 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 a Sorrento representative:
Brian Hummel (717-436-8968)
Diane Sykes (717-436-2144)
Adam Truitt (717-436-2144)
Non-deposit Investment products and services are offered through Sorrento Pacific Financial, LLC, ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principle. Investment Representatives are registered through SPF. The First National Bank of Mifflintown has contracted with SPF to make non-deposit investment products and services available to bank customers.