Wealth Management Services

We can help protect what you have ... and get you where you want to go.

Building and managing wealth requires a lifetime of planning and sound financial advice. And no matter what stage of life you are in, the professional financial advisors at Mauch Chunk Trust Company can help you put together a plan to reach your individual financial goals – now and in the future.

Financial strategies require a diverse selection of tools. We can provide:

Stocks
Bonds
Managed Accounts
Self Directed Accounts
Mutual Funds
Individual Retirement Accounts
Simple Plans *
SEP *
401(K) *
529 Plans *

Rollover Services
Lump Sum Distribution Service
Trust Administration
Charitable Trusts
Guardianships
Retirement Analysis
Portfolio Analysis *
Estate Planning
Required Minimum Distribution Svc

Whether you wish to plan for retirement, education, business or estate needs, our Wealth Management Group will be happy to answer any questions you may have. For more information on the wide range of products and services available to you, click on the links below.

* Securities offered through Financial Network Investment Corporation Member SIPC.
Mauch Chunk Trust Company and Financial Network are not affiliated companies.

Not a Deposit · Not FDIC Insured · No Bank Guarantee
Not a Federal Government Agency · May Lose Value

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