Attention: In honor of those who serve and protect our community, we are introducing the new Hero Checking account packed with benefits. It's our way of saying thank you. Click here to learn more.
 
Attention: In honor of those who serve and protect our community, we are introducing the new Hero Checking account packed with benefits. It's our way of saying thank you. Click here to learn more.
 
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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)

Through MML Investors Services LLC, we 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 A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
  • NOT FDIC OR NCUA-INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT GUARANTEED BY MERCHANTS BANK
  • MAY GO DOWN IN VALUE

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 sales agencies 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.  CRN201911-217687