Investment Planning
At Kish Financial Solutions, investment planning is an educational process. When we meet with our clients, we listen first—then we educate and offer up an investment strategy that’s highly tailored to your personal needs. It’s truly what sets us apart from other financial professionals.
Through active listening, we’ll gain a solid understanding of your investment philosophy, short-term and long-term goals, and your comfort level between balancing the risk of loss and the opportunity for gain on your investments. Using a flexible service-based model, we can leverage a wide range of products and services to get you where you want to be with your investment performance:
- Financial Goal Setting
- Portfolio Analysis
- Investment Advisory Services
- Education Funding Strategies
- Roth & Traditional IRA
- Employer Sponsored Retirement Plans — 401(k), 403(b), etc.
Our dedicated investment advisors are ready to listen and design a plan that helps to deliver you long-term financial success. Start the conversation with us today.
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Disclosure
Kish Bank is pleased to provide its customers with access to a wide range of personal financial planning services, investments and insurance products. Kish Bank and Kish Insurance hold insurance licenses through which we offer a range of group insurance products. Additionally, through a strategic alliance relationship with MML Investors Services, LLC, a registered broker/dealer and Member of FINRA, qualified registered representatives of MML Investors Services, LLC are available at Kish Bank to offer securities, investment advisory and financial planning services. Services offered through registered representatives of MML Investors Services, LLC, including investments and advisory services, are not FDIC insured or bank products.
Click here to view state licensing information.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. Kish Bank and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Insurance and securities products and services are:
- NOT A BANK DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY A FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
CRN202406-261945
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