Contact Information
100 Commerce Drive
Milroy, PA 17063
Phone: (717) 363-4024
Fax: (717) 745-3821
Investment Products and Financial Services
Personal Investments:
- Mutual Funds
- Annuities
- Market Linked CD Products
- Individual Stocks and Bonds
- Unit Investment and Real Estate Investment Trusts
- Traditional and Roth IRA Accounts
Personal Protection:
- Life Insurance including Mortgage Protection and Last Expense Coverage
- Disability Income
- Long Term Care Protection
Business Planning:
- Simple IRA, SEP, and 401(k) Planning
- Business Overhead Coverage
- Business Continuation Insurance Coverage
- Executive Compensation Plans
Why is financial planning important?
- “A comprehensive financial plan serves as the framework for organizing the way you handle finances. With a financial plan in place, you’ll be better able to focus on your goals and understand what it will take to reach them. It will clearly show you how those goals are related, such as, how saving for your children’s college education might impact your ability to save for retirement. Then you can use that information to decide on how to prioritize your goals, implement specific strategies, and choose the best products and services. Best of all, you’ll know that your financial life is headed in the right direction.”
The financial planning process:
- Creating and implementing a financial plan generally involves working with professionals to:
- Develop a clear picture of your financial situation by reviewing your income, assets, and liabilities, and evaluating your insurance coverage, investments, tax exposure, and estate.
- Establish and prioritize goals and time frames for achieving them.
- Put into practice strategies that address your financial weaknesses and build on your strengths.
- Choose specific products and services that are fitted to help meet your financial objectives.
- Monitor and make adjustments to your plan as your goals, time frames, and circumstances change.
*We do not provide tax advice. Consult your tax advisor.
Malcolm Parks LUTCF, CLTC
Financial Advisor
Phone: (717) 363-4015
Fax: (717) 745-3821
Email: [email protected]
Megan Dietz
Financial Advisor
Phone: (717) 363-4023
Fax: (717) 745-3821
Email: [email protected]
MCS Financial Advisors is a marketing name for Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Click here to view Cetera Investment Services Important Information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at Cetera Investment Services | Client | Cetera