Broker Check

Services

As a full service brokerage operation, The Dime Wealth Management provides both individuals and businesses with a full array of financial products including:

Retirement Savings Plans*: We offer a full range of retirement products and services including Traditional, Roth, SEP & SIMPLE IRAs; 401ks, 403bs, & Annuities; Defined Benefit and Profit Sharing Plans.

Insurance Products*: Variable and Fixed Annuities; Term, Universal and Whole Life Insurance; Long Term Care Insurance; Buy-Sell Agreement Insurance and Life Insurance Trusts. Mutual Funds*: Extensive selection offered with no proprietary emphasis, allowing the selection to be without bias and specific to the needs of the customer.

Educational Savings Plans*: We offer the full array of 529 and Coverdell Educational Savings Plans. Stocks and Bonds*: Complete, independent brokerage service for individual stock and bond purchases.

Money Management*: A broad selection of professional, independent money managers covering all asset classes and styles. Advisory Services*: Stocks, bonds, mutual funds, and ETF accounts for a simple annual fee.

Financial and Estate Planning Services*: Individualized financial and estate planning services partnered with professional, independent attorney and accounting firms specializing in estate and financial planning arenas. If you prefer, we will also work with your attorney and/or accountant to deliver this important service.

Trusts: The Dime Wealth Management offers full Trust and Estate Settlement Services through Mauch Chunk Trust Company. 


*Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a securities broker dealer and Registered Investment Advisor. The Dime Wealth Management and Cetera Advisor Networks LLC are not affiliated.

NOT A DEPOSIT, NOT FDIC/NCUSIF INSURED, NOT FINANCIAL INSTITUTION GUARANTEED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, MAY GO DOWN IN VALUE.

One of our primary goals is to develop a long-term, trusting relationship with you.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@thedimewealthmanagement.com  |  (570) 253-8745