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Financial Planning

The Infinex Financial Advisors in ENB’s Money Management Group understand the importance of income planning and investment management. They are experts who help you look at the big financial picture and can help ensure the decisions you make today will lead to a better tomorrow.

Whether you’re in the wealth accumulation or preservation stage of life, your advisor will guide you to a personalized financial plan that reflects what’s best for you.

Financial Planning Services*

  • Retirement Planning – get a customized plan, no matter where you are in life
  • IRA Establishment– open an IRA
  • Qualified Plan Rollovers – get distribution options for a former IRA or qualified plan such as a 401k.
  • Investment Management – establish goals, review your options and monitor your portfolio
  • Tax-Advantaged Investing** – grow your money while reducing your tax burden

Our Money Management Team has a passion for what they do. 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.

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Contact us and we’ll answer your questions.

*Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. ENB Money Management Group is a trade name of the bank. Infinex and the bank are not affiliated. **We do not provide tax advice. Consult your tax advisor.

To check the background of the Infinex Financial Advisors at ENB Money Management Group please go to Broker Check® by FINRA. The Financial Planning Office is located at 809 Martin Avenue, Ephrata, PA 17522. 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. 

Infinex Investments Inc. privacy policy and important information

Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested.