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ENB Investment Services

The LPL Financial Advisors at ENB Investment Services 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 ENB Investment Services 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 and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Ephrata National Bank and ENB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ENB Investment Services, and may also be employees of Ephrata National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ephrata National Bank or ENB Investment Services. Securities and insurance offered through LPL or its affiliates are:

 Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

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

To check the background of the LPL Financial Advisors at ENB Investment Services 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. 

The recommendation by Bank/Credit Union of LPL is made pursuant to an agreement that allows LPL to pay Bank/Credit Union for these referrals. This creates an incentive for Bank/Credit Union to make these referrals, resulting in a conflict of interest. Bank/Credit Union is not an investment advisory client of LPL