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
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)
- Not FDIC INSURED
- No Bank Guarantee
- May Lose Value
- Not a Deposit
- Not Insured By Any Federal Government Agency
Investment products offered through Sorrento Pacific Financial, LLC, a FINRA registered broker dealer and SIPC member, not affiliated with The First National Bank of Mifflintown, are not insured by the FDIC or any other government agency. These investment products are not deposits or other obligations of, or guaranteed by, The First National Bank of Mifflintown. They are subject to investment risks, including possible loss of principal amount invested. Please ask the registered representative for a prospectus which contains more complete information including management fees, charges, and expenses. A prospectus is also available online. Please read the prospectus carefully before investing.