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Careful
planning and strategy are essential to your financial success.
Farmers & Merchants Bank teamed with BI Investments 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
association with BI Investments, our customers have access to
a full range of investment options, including mutual funds, stock,
bonds,
annuities,
and long-term care insurance.
The Investment
Representatives at Farmers & Merchants are licensed, experienced
professionals dedicated to helping you obtain the maximum possible
return on your investment dollar. 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 in the Luray, Woodstock, and Edinburg offices by appointment. E-mail her at meharrison@farmersandmerchants.biz
Henry Hawkins
has an office in our Crossroads branch, located on Rt. 33 east of Harrisonburg at the intersection of Rt. 276. His direct telephone number is (540) 433-7575, and fax number is (540) 433-7175. He also meets with customers at the Elkton and Bridgewater offices by appointment. E-mail Henry at hhawkins@farmersandmerchants.biz
As you consider
possible investments, you might want to learn more about…
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 $12,000 per year per donor are allowed. Ask us for all the details!
| Securities
and Insurance Products: |
| 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 BI Investments, LLC, member FINRA
and SIPC. BI Investments is associated with
Farmers & Merchants Bank. Farmers & Merchants
Financial Services, Inc. is a non-bank affiliate of Farmers & Merchants
Bank.
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