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Products and Services

How We Work

At Central Penn Investment Services, we believe financial planning is about more than one stage of life—it’s about the journey. Whether you’re just starting out, building a family, growing your career, or preparing for retirement, our goal is to help you feel confident every step of the way.

We take a personalized, hands-on approach that begins with understanding your goals and continues with strategies that grow alongside you. Our advisors make financial concepts clear and approachable, taking the mystery out of investing, insurance, estate planning, and wealth preservation.

Life brings both opportunities and challenges, and financial planning is about being ready for both. From saving for education to preparing for retirement years—and everything in between—we’re here to provide the guidance, support, and clarity you need to move forward with confidence.

With trusted advice and a plan designed around your goals, you can focus on living the life you’ve worked hard to build—knowing we’re with you every step of the way.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Meet our team