Financial Services

Whit Menefee Investment Officer main: 540-459-8578 cell: 540-476-0710 whit.menefee@uvestmail.com

The Marathon Bank offers access to full and discount brokerage services through UVEST Financial Services (Member NASD, SIPC).  Through this partnership, our customers have access to the following products and services:

• Mutual funds
• Tax deferred variable annuities
• Tax deferred fixed annuities
• Tax free municipal bonds
• Retirement Plans including 401(k), SEP, SIMPLE)
• IRAs (Traditional and Roth)
• Education Funding
• Portfolio review and analysis
• Asset allocation
• Life Insurance
• Long Term Care Insurance

An investment strategy can be developed which can be tailored to meet your specific needs and objectives.  You can contact Whit Menefee by phone at 540-459-8578 or email at whit.menefee@uvestmail.com, to set up a free, no obligation consultation.

Securities are offered by UVEST Financial Services (Member NASD, SIPC).  UVEST and The Marathon Bank are independent entities.

Investment Products Are: