Fidelity Announcement

Fidelity Bank to purchase Merchants Bank in exciting union of two strong community banks.  Click here - Fidelity Announcement

Fidelity Announcement

Fidelity Bank to purchase Merchants Bank in exciting union of two strong community banks.  Click here - Fidelity Announcement

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Financial Services & Wealth Management

You don’t have to be an expert with financial planning. That’s why Merchants Bank has formed a strategic alliance with MassMutual Eastern Pennsylvania. They provide expertise to help guide you in planning your financial future. Whether your goals are protecting your family, business, or both, they have access to products and services to help you reach your goals. Examples of products and services include:

Personal Solutions

  • Life Insurance, Disability Income Insurance, and Long Term Care Insurance
  • Fixed and Income Annuities
  • Estate Planning/Tax efficiency strategies
  • Retirement Income Planning and Analysis

Business Solutions

  • Buy/Sell Funding Agreement Strategies
  • Family Business Succession Planning
  • Key Person Insurance
  • Employee Benefit Programs (401k, pension, profit sharing)
  • Executive Benefits (deferred compensation, salary continuation)

The Financial Professionals from MassMutual Easton PA are pleased to offer a wide array of investment products and services to help meet your accumulation needs.  Products and services include:
 
  • Mutual Funds
  • Stocks, Bonds, Unit Investment Trusts
  • Variable Annuity Products
  • Managed Account Solutions
  • Trust Services

 
For more information, please contact:
John D. Donofrio CLU®, ChFC®, CFBS
MassMutual Eastern PA
3701 Corporate Parkway, Suite 320
Center Valley, PA 18034
(610) 798-2538




Insurance and/or securities products offered by John D. Donofrio are not offered through Merchants Bank but are offered through a strategic alliance with Merchants Bank to provide its customers access to a broader scope of financial services.
 
Products and services offered through this alliance are:

  • Not insured by the Federal Deposit Insurance Corporation ("FDIC"), the National Credit Union Administration ("NCUA") or any other Government Agency;
  • Not a deposit or other obligation of the Bank or an affiliate of the Bank and is not guaranteed by the Bank;
  • Subject to investment risks, including possible loss of the principal invested; and 
  • Are not a condition to the Bank's extension of credit
John D. Donofrio is an Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated US insurance agencies. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Merchants Bank is not a subsidiary of or affiliated with MassMutual nor MML Investors Services, LLC. Each firm is independently responsible for the products and services they provide. Supervisory Office 3701 Corporate Parkway Suite 320, Center Valley PA, 18034, 610-798-2500.  CRN202201-257072
John D. Donofrio is licensed to sell insurance in: PA, NJ, NY, FL, CO, MA, MD, NC, SC  and securities in: PA, NJ, NY, GA, FL, DE, MD, IA, VA, MA, AZ, CA, CO, HI, ID, IL, NC, AL, SC