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 all 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 to develop a customized financial plan at your risk comfort level.

The financial planning services* they provide include:

  •  Retirement Planning
  •  IRA Establishment and Rollovers
  •  Income Planning
  •  Investment Management
  •  Tax-Free Investing**

Our Financial Advisors understand the importance of wealth preservation and asset management. They also understand ENB’s financial philosophy: When you partner with us in financial planning, you entrust our financial planners with your future. . . and we take that responsibility seriously.

To learn more or schedule a free, no-obligation financial planning session, contact us at (717) 733-6576 or (877) 773-6605. You can also e-mail us by completing this form.

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To check the background of the Infinex Financial Advisors in ENB’s Money Management Group please 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.