MutualFinancial Investment Services

At MutualBank, we are committed to helping our clients turn their aspirations and dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals, and your investment needs.

All clients have their own special financial goals and objectives. Whether planning for a child's education, saving for a secure retirement, buying a new business, or structuring an effective succession plan, our investment representatives will give you the professional guidance necessary to develop a strategy best suited for your individual needs.

Whether your objectives are growth, income, or estate preservation, we are committed to helping you turn dreams into realities. We look forward to an opportunity to learn more about your specific situation, and we invite you to talk to one of our investment representatives to learn how we can help.

Product and Service Offerings
Products	Services
Stocks & Bonds	Education Planning
Tax-Deferred & Tax-Advantaged Investments	Wealth Transfer Strategies
Fixed & Variable Annuities	Executive & Employee Benefits
Mutual Funds	Investment & Accumulation Planning
529 Plans	Retirement Planning
Life Insurance	401(k) Plans
Long-Term Care Insurance
REITs

Contact Information

Disclosure Information

*Securities related products and services made available through MutualBank are offered by UVest Financial Services, Member FINRA/SIPC, an independent broker not affiliated with MutualBank, its affiliates, divisions or subsidiaries, securities products are:

Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not Guaranteed by any Government Agency		Not a Bank Deposit

Additional Links:
www.finra.org
www.sipc.org

http://www.uvest.com/