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Wealth Management Services

Small Business

A wide selection of financial products and services to meet the needs of growing businesses.

Choose from » Retirement Plans for Owners and Employees » Investment and Brokerage Services » Business Continuation Plans


* Retirement Plans for Owners and Employees

Provide the potential for a more secure financial future by offering a low-cost, easy to manage retirement plan. We offer a variety of options designed for small businesses, including Simplified Employee Pension (SEP), 401k, or SIMPLE IRA plans, and can help you select which is best for your situation. Whatever you choose, you’ll enjoy:

  • Significant tax savings
  • Easy set-up and maintenance
  • Simplified fee schedule
  • Easy record keeping

 

* Investment and Brokerage Services

Through an arrangement with Financial Network Investment Corporation* you now have access to the following alternative investment and insurance products and services through our Wealth Management Group located in Mauch Chunk Trust Plaza, 1202 North Street, Jim Thorpe:

  • Stocks
  • Bonds
  • Managed Accounts
  • Self-Directed Accounts
  • Mutual Funds
  • 529 Plans
  • Rollover and Lump Sum Distribution Services
  • Trust Administration
  • Charitable Trusts
  • Guardianships
  • Retirement Analysis
  • Portfolio Analysis
  • Estate Planning
  • Required Minimum Distribution Service

 

*Business Continuation Plans

For your convenience, Mauch Chunk Trust also offers the following for business owners:

  • Key Person Insurance
  • Buy-Sell Funding
  • Life Insurance
  • Disability Insurance

 

* Securities and other investment products offered through Financial Network Investment Corp., securities broker/dealer, member SIPC. Insurance products offered through FN Insurance Services, a licensed insurance agency. The financial institution and Financial Network are not affiliated. Financial Network and FN Insurance Services are affiliated.

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