Wealth Management Services
Traditional banking products are excellent investment choices. However, we believe that you may want the flexibility to diversify your assets. With The Neffs National Bank wealth management services, you can supplement your investment portfolio with a variety of products, under the guidance of our trusted advisor - all in one stop. We’d like to introduce Andrew (Drew) Maron of Paragon Strategic Wealth, LLC as our trusted financial partner. Drew has been serving our community’s investment needs for nearly two decades.
With thousands of options available, decisions can be overwhelming. Drew will help bring clarity and confidence through ongoing education and planning. Drew Maron RICP® (Retirement Income Certified Professional) is available to meet with you either at our bank, his office or even in your home or office. He can be reached by calling 484-765-9300 or by email at firstname.lastname@example.org* or visit their website for more information www.paragonstrategicwealth.net*.
Paragon Strategic Wealth offers a broad platform of investment, insurance and retirement products and services that include:
Fixed and Variable Annuities
FDIC Insured CDs
IRA, TSA, 401k, and other Qualified Plans
Disability Income Insurance
Long-Term Care Insurance
Some of the services we offer include:
Planning Strategies for Retirement
Retirement Funding Strategies
Retirement Income Planning
Non-qualified Deferred Compensation Plans
Estate and Business Strategies
Andrew K. Maron, RICP ®
Protecting Your Family, Your Future and Your Legacy
Investment and Insurance Products are:
Not insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Check the background of your financial professional on FINRA's BrokerCheck*.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA*/SIPC*. Insurance offered through Paragon Strategic Wealth, LLC is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. Representatives may not be registered to provide securities and advisory services in all states.
We are registered to sell Securities in the following states: CA, CO, FL, MD, NJ, NC, ND, OH, MN, PA. We are licensed to sell Insurance Products in the following states: CA, CO, FL, MD, NJ, NC, ND, OH, MN, PA.
These products and services are not insured by the FDIC and 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 possible loss of principal amounts invested.
Copyright© 2017 The Neffs National Bank. All Rights Reserved.
*Please be advised that you are leaving The Neffs National Bank website at www.neffsnatl.com to a link available from this web page, either via a menu item or direct link. We are not liable for the content, incorrectness, errors, omissions or opinions expressed on these websites. We are merely providing the Internet link to these sites for your convenience. Any questions or comments concerning these external sites should be directed to them directly.