49 E. Main Street, Leola, PA 17540                     717-656-7544    Fax:  717-656-4704


It is never too early to plan for retirement!

Investment and insurance products distributed by Genworth Financial Securities Corp., member NASD/SIPC and a licensed insurance agency (dba Genworth Financial Securities and Insurance Services in CA); investment advisory services are offered through Genworth Financial Advisers Corp., an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., 7th Fl., Schaumburg, IL 60173; phone 888-528-2987.

Susquehanna Investment Services LLC is not affiliated with Genworth Financial Securities Corp or Genworth Financial Advisers Corp.

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

Following are states in which Michael Smoker, Nicholas Gard and Michael Malcolm are licensed: Michael Smoker: Pennsylvania; Nicholas Gard: Pennsylvania; Michael Malcolm: New Jersey, Ohio, Pennsylvania.

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Services
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Our professionals who are affiliated with Genworth Financial Securities Corporation, can help you with the follow financial services and products:

  • Traditional IRAs

  • 401(k)

  • SIMPLE IRAs

  • SEP IRAS

  • Mutual Funds

  • Roth IRAs

  • Variable Annuities

  • Fixed Annuities

  • Educational Savings Plans

  • Life Insurance

  • Long Term Care Insurance

Estate Planning Services

Planning how to distribute your estate is of vital importance to you and your loved ones.

Many people are unaware of the planning that can be done to reduce estate taxes. Our Estate Planning Program establishes an appropriate plan that meets your personal goals and complies with Federal Estate Tax and Pennsylvania Inheritance Tax laws.

Our experienced advisors can assist you with:

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Identifying and analyzing your current estate plan.
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 Reviewing ownership of assets and liabilities.
bullet Formulating the goals you wish to achieve through your estate plan and developing a plan to achieve those goals.
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 Managing business succession as required by your estate plan.

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