Financial Planning

Decisions regarding your finances are some of the biggest you’ll make in your lifetime. The choices you make today will ultimately affect your lifestyle in the future.

Fortunately, you don’t have to do it alone. The Infinex Financial Advisors in ENB’s Money Management Group are dedicated to helping customers make informed, educated, and quality financial decisions. Our financial planning professionals are focused on listening to your needs and helping you develop a customized financial plan at your risk comfort level.

Financial Planning Services* Include:

  • Retirement Planning – No matter where you are in life, we’re able to develop a customized plan to get you to and through retirement.
  • IRA Establishment and Rollovers – Open an individual retirement account or discover your distribution options for your former employer’s plan.
  • Investment Management – Establish specific investment goals and actively monitor your portfolio.
  • Tax-Advantaged Investing** – Allow your money to grow much more quickly with a qualified distribution from a Roth IRA.

Our Money Management Team has a passion for what they do and will serve as shepherds through the financial landscape on your journey through life. They understand the importance of wealth preservation, asset management, and ENB’s financial philosophy: When you partner with us in financial planning, you entrust our financial planner with your future…and we take that responsibility seriously.

To learn more or schedule a free, no-obligation financial consultation, contact us at (717) 733-6576 or (877) 773-6605 or complete this form.

Contact Us

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To check the background of the Infinex Financial Advisors in ENB’s Money Management Group please click here to go to Broker Check by FINRA.

The Financial Planning Office is located at 809 Martin Ave., Ephrata, PA 17522

*Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. ENB Money Management is a trade name of the bank. Infinex and the bank are not affiliated.

**We do not provide tax advice. Consult your tax advisor.

Infinex Investments Inc. privacy policy and important information

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.