Broker Check

Brad Mentzer

(717) 249-6327

Products and Services

We provide assistance in the following areas:

Investments

  • Mutual Funds
  • Fee-Based Asset Management Services 
  • Fixed and Variable Annuities

Retirement Plans

  • Traditional IRA   
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Rollovers from Employer Plans 
  • 401(k) and 403(b) Plans
  • Pension / Profit Sharing Plans

Financial Planning

  • Tax Plans
  • College Savings (529 Plans)
  • Estate Planning Strategies

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance