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Investments &
Wealth Management
We offer free consultations with a fully licensed financial advisor, right at your local Centric Bank branch! 		 
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Investment Services & Wealth Management

A fully licensed fincial advisor is available for free consultations at your local Centric Bank branch! If you are looking to review your investment portfolio or are just starting to plan for your financial future, our financial advisors can help with nearly any topic:

  • Retirement Planning
  • Stocks, Bonds, and Mutual Funds*
  • Investment Strategies and Advice*
  • 401(k), 403(b), and Pension Plans
  • Personal and Business Investments
  • Employee Benefits
  • Estate Planning
  • Annuities*
  • Advisory Services**
  • College Savings Plans
As a service available to Centric Bank customers, you may set an appointment with our advisor at your convenience by contacting your local branch, or stop in during scheduled office hours:

Silver Spring Branch
Tuesdays, 10:00 - 11:30AM

Vartan Way Branch
Wednesdays, 9:30 - 11:00AM
Susquehanna Branch
Thursdays, 10:00 - 11:30AM

*Securities offered through Mutual Service Corporation.  Mutual Service Corporation and LPL Financial are affiliated companies and are members of FINRA/SIPC. **Advisory services offered through The Conte-Browne Group, LLC, A Registered Investment Advisor. The Conte-Browne Group, LLC, is not affiliated with Mutual Service Corporation or LPL Financial.

The products offered (1) are not FDIC insured, (2) are not deposits or other obligation of the bank or guaranteed by the bank, and (3) involve investment risks, including possible loss of principal amount invested.