Tax, Estate, and Investment Planning

The Neffs National Bank prides itself in being your one stop bank for all your financial needs. Not only do we offer all the traditional products and services, but we also provide access to those that you may not find at other banks.

We are pleased to have Jeffrey J. Febbo, Certified Financial Planner available*. Jeffrey offers a wide variety of services:

Investments**

IRAs, Mutual Funds, Tax-Efficient Funds, and Tax-Free Investments

Planning Services

Retirement, College, Estate, and Tax-Reduction Strategies

Investment Advisor Representative

Asset Management ~ Fee Based ~ Financial Planning*

Insurance**

Annuities, Life, Disability, and Long Term Care

You can call 610-252-0455 for your appointment.

*Investment and insurance products are offered through Cetera Financial Specialists LLC and  Cetera Investment Advisors LLC.  Member FINRA and SIPC
**These securities are not insured by the FDIC or any other bank insurance, or any other federal or state agency, are not deposits or other obligations of the bank, are not guaranteed by The Neffs National Bank or any related entity, and are subject to market risk including the possible loss of principal amounts invested.