Investment Services
Careful planning and strategy are essential to your financial success. Farmers & Merchants Bank teamed with INFINEX INVESTMENTS, INC., can help. Whether you need short-term investments or retirement planning, we can find solutions to help you reach your goals.
The experienced 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.
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, REITS, and 1031 TIC Exchanges. 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.
Customers with investment accounts can view their accounts online by clicking here.
Investment Representatives
Mary Ellen Harrison is located at the Timberville office of Farmers & Merchants Bank. Call (540) 896-8941, or contact us and we'll have Mary Ellen call you. Mary Ellen also meets with customers at other convenient locations by appointment. E-mail her at mailto:meharrison@infinexgroup.com.
Henry Hawkins has an office at the Crossroads branch, located on Rt. 33 east of Harrisonburg at the intersection of Cross Keys Rd. (Rt. 276). His telephone number is (540) 433-7575, and fax number is (540) 433-7175. He also meets with customers at other locations by appointment. E-mail Henry at hhawkins@infinexgroup.com .
As you consider possible investments, you might want to learn more about…
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Calculators to help you plan future needs
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!
| Securities and Insurance Products: | ||
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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 |
Securities and insurance offered through INFINEX INVESTMENTS, INC., member FINRA and SIPC. INFINEX INVESTMENTS, INC. is not associated with Farmers & Merchants Bank. Farmers & Merchants Financial Services, Inc. is a non-bank affiliate of Farmers & Merchants Bank.