Investment Services

Our Investment Services start with a thorough understanding of your investment experience, your specific and general goals, and your comfort level in regard to balancing the risk of loss and opportunity for gain on your investments. Our team seeks to understand your investment philosophy, how you developed your existing mix of investment products, and how you developed your current asset allocation. This information allows us to develop a customized investment strategy, specific to your needs.

We believe that providing investment education is critical to your long-term financial success, and we want you to know why you hold each investment and product and how each works as part of your overall portfolio. Our team believes that an analysis of your complete holdings is critical to delivering the right solutions for you.

Kish Financial Solutions uses an array of investment products and services tailored to your unique situation. Our areas of concentration include securities brokerage services, mutual funds, annuities, college funding strategies, accumulation planning, and retirement planning including income and distribution strategies.

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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC Member SIPC. 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011 (717) 763-7365. Kish Bank is not a subsidiary or affiliate of MML Investors Services, LLC or Massachusetts Mutual Life Insurance Company. Insurance and securities products and services are:

  • Not a bank deposit
  • Not FDIC insured
  • Not insured by a federal government agency
  • Not guaranteed by the bank
  • May go down in value

CRN201209-128626

Disclosure

Kish Bank is pleased to provide its customers with access to a wide range of personal financial planning services, investments and insurance products.  Kish Bank and Kish Insurance hold insurance licenses through which we offer a range of group insurance products.  Additionally, through a strategic alliance relationship with MML Investors Services, LLC, a registered broker/dealer and Member of FINRA, qualified registered representatives of MML Investors Services, LLC are available at Kish Bank to offer securities, investment advisory and financial planning services.  Services offered through registered representatives of MML Investors Services, LLC, including investments and advisory services, are not FDIC insured or bank products.