Conestoga Investment Services
Successfully navigating today's complex financial world requires the kind of competent, objective financial guidance you can access at Conestoga Investment Services. Today, more than ever, it is important to create a financial plan to assure your financial future. The Investment Executive at Conestoga Investment Services has the expertise to help you make the most for your money.

Whether you’re planning for retirement, a college education, taxes, or for heirs, it makes sense to speak with our Investment Executive first.

You may call for a financial consultation without obligation.

Investment Services Representative:

	Experience • Registered to offer investments • Licensed in Life Insurance • Extensive financial planning experience and comprehensive wealth management • Has been in the financial services industry for 6 years • Experienced at helping clients achieve their financial goals Qualifications • Series 7 General Securities Representative • Series 63 Uniform Securities Agent • Life, Variable Annuities
Peter Morris Investment Executive Philadelphia 215-790-9897 pemorris@infinexgroup.com

Investment Services Offered:

Retirement Services
• Traditional IRAs, Roth IRAs, Rollover IRAs
• 401(k) Plans

Education Services
• 529 College Savings Plans, ESAs, UTMA/UGMAs

Mutual Funds
• Wide choices of Mutual Fund Families available

Annuities
• Fixed, Variable

Insurance

Brokerage Services
• Stocks, bonds, and other securities

Securities offered through INFINEX INVESTMENTS, INC
Member FINRA/SIPC

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.