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What are your investment goals?

  • Build Wealth?
  • Maximizing tax opportunities?
  • Funding a child's education?

  

Today there are more options than ever to help you!

 

Choose from:

  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Managed Accounts
  • Equity Investments
  • Indexed CD
  • Individual Retirement Accounts
  • Fixed Income Ivestments
  • Unit Investment Trusts
  • Life, Disability and Long-Term Care Insurance

 

Investment and Insurance Products

  • Are NOT insured by the FDIC or any other federal government agency
  • Are NOT deposits of, or guaranteed by, the bank or any bank affiliate
  • May loose value

*Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp., member FINRA. Securities and insurance products are not FDIC insured nor are they deposits or obligations of, or guaranteed by Patriot Bank, Broker Dealer Financial Services Corp. or any other federal government agency. The purchase of such products involves risk including the possible loss of principal. Securities may not be suitable for all investors.