Investment Services

Our Investment Services program offers alternatives to traditional deposit products, including college savings plans, mutual funds, fixed and variable annuities, life insurance, disability income protection, long-term care insurance, and Traditional, Roth, and Education Individual Retirement Accounts.

John Klimek*, our representative for this service is a known member throughout the credit union. John is from the Comprehensive Financial Group, located in Williamsport, PA. He has a diverse financial background in accounting, tax planning, and most importantly the financial services areas. He has been a practicing CPA for the last 26 years and previously served on our Board of Directors and numerous credit union committees. John is available during normal business hours at each of our branch locations or after hours by appointment. Schedule an appointment now or stop by and see John today.

*Registered representative of and Securities Offered through ING Financial Partners, Inc., Member SIPC, 705 Washington Blvd., Suite 100, Williamsport PA 17701. Tobyhanna Federal Credit and ING Financial Partners and Comprehensive Financial Group are not affiliated. Not FDIC or NCUA insured. May lose value. Not a deposit product. No credit union guarantee. Not insured by any federal government agency.