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Contact Information

19 N. Brown Street
Lewistown, PA  17044

Phone: (717) 363-4015
Cell:  (717) 994-5514
Fax: (717) 248-6602

Email: [email protected]

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 ParksAbout Malcolm Parks

Malcolm Parks has lived in Mifflin County almost his entire life. He was born in Lewistown, Pennsylvania, and graduated from Penn Highlands High School in 1972. He went on to receive an Associate Degree form Brandywine College in Wilmington, Delaware. Following college Malcolm worked in the construction field and eventually started a landscaping business in which he later sold in 1988.

Malcolm entered the financial services industry in 1989 working with the Prudential Insurance Company as a Registered Representative. After fourteen years with Prudential Malcolm became employed within the banking industry as a Registered Representative and eventually as an Investment Adviser. He has been associated with helping customers in the banking industry for about twelve years.  Malcolm works with individuals as well as businesses to create and implement sound financial and investment strategies.   Malcolm holds a series 7,65,6 and 63 registrations as well as his life and health insurance license which provides his clients with a variety of investment and insurance related options.

Malcolm has been involved with coaching soccer and travel softball and is currently serving on a couple of travel softball boards. He had been active with the Boy Scouts of America for about 10 years proudly watching his son achieve the status of Eagle Scout and most recently moderating a Personal Management merit badge. Presently he enjoys watching his daughters participate in sporting events and hunting with his son when possible.

Malcolm’s wife Kelly is a teacher in the Mifflin County School District. He has six children and two grandchildren to keep him busy when he is not working.

Contact Information

19 N. Brown Street
Lewistown, PA  17044

Phone: (717) 363-4015
Cell:  (717) 994-5514
Fax: (717) 248-6602

Email: [email protected]

Check the background of this firm

Securities and insurance products are offered through Cetera Investment Services 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. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.