There are many factors to consider when it comes to mapping out your investment strategy.
At Orrstown Financial Advisors, it is our objective to understand your needs and develop customized solutions for your goals. We believe that good planning requires asking the right questions, taking time to listen, considering alternatives, and offering sound advice. The plan we develop together will be focused on you and your goals.
Our best client relationships depend upon mutual trust and understanding. In order to understand your financial needs, we will ask questions like the following:
- What are your dreams for your financial future?
- How has your current investment plan performed?
- How long has it been since your last review?
- What situations in your life need special consideration?
- What accomplishments in life are most important to you?
- Do you have realistic financial goals?
- How do I balance my concerns with risk with my need for growth and income?
- Are your current investments matched to your goals?
We’ll spend the time you need to understand and gain your trust. Let’s talk and help you move toward a plan for your future.
Orrstown Bank & Orrstown Financial Advisors are not affiliated with Cetera Advisor Networks, LLC.
Advisory Services may only be offered by Investment Advisor Representatives in connection with an appropriate Cetera Advisor Networks, LLC advisory services agreement and Disclosure Brochure (Form ADV PartII), as provided.
Not all services are provided at all locations.
NOT A DEPOSIT - NOT FDIC INSURED
NO BANK GUARANTEE - MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Securities, investment advisory services and other investment products are offered through Cetera Advisor Networks, LLC, member SIPC.