Careful planning and strategy are essential to your financial success. Farmers & Merchants Bank has teamed with INFINEX INVESTMENTS, INC., to provide the best solutions for your short-term investments or retirement planning. The experienced Infinex Investment Representatives at Farmers & Merchants will assist you in preparing a strategic financial plan that's tailored to meet your needs and expectations. They'll explain what to expect from your investments and help you decide what level of risk you're comfortable with.
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Through our broker/dealer, INFINEX INVESTMENTS, INC., our customers have access to a full range of investment options, including mutual funds, stock, bonds, annuities, exchange-traded funds, and REITS. With the myriad of investment choices available in today's complex markets, you'll have the peace of mind that comes from knowing you can rely on the ability and expertise of a knowledgeable professional.
F&M Bank Financial Services Representatives
Matt Robinson is located at the Crossroads office of Farmers & Merchants Bank, on Rt. 33 east of Harrisonburg.
Call (540) 433-7575. Email Matt at firstname.lastname@example.org.
Calan Jansen shares time in the Broadway and Woodstock offices of Farmers & Merchants Bank. Call (540) 896-7071 or (540) 459-3707. Email Calan at email@example.com.
Our investment consultants are glad to meet with customers at other locations by appointment.
As you consider possible investments, you might want to learn more about
529 Plans for Tax-deferred education funding
Investments to fund a child's education expenses are tax-deferred, and qualified withdrawals are tax-free. The donor contributes tax deferred and passes the money to the child tax free. Money may be passed down to other children by changing the beneficiary. Contributions up to $13,000 per year per donor are allowed. Ask us for all the details! Certain 529 plans may offer tax benefits in your home state. Consult your tax advisor for more details.
INFINEX INVESTMENTS, INC. and Farmers & Merchants Bank are not affiliated. Farmers & Merchants Financial Services, Inc. is a subsidiary of Farmers & Merchants Bank.
Securities and Insurance Products:
| Not Insured By FDIC or any Federal Government Agency
|| May Lose Value
|| Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate