The Dime Bank offers a variety of Wealth Management products to meet your needs. Talk to our expert staff to find the solution that is right for you! Call 570-253-8745.
- Retirement Savings Plans
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Full range of retirement products and services including IRAs – Traditional, Roth, SEP, Simple; 401K; Defined Benefit and Profit Sharing Plans.
- Insurance Products*
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Variable and Fixed Annuities; Term, Universal and Whole Life Insurance; Long Term Care Insurance; Buy-Sell Agreement Insurance and Life Insurance Trusts.
- Mutual Funds*
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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
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We offer the full array of 529 and Coverdell Educational Savings Plans.
- Stocks and Bonds*
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Complete, independent brokerage service for individual stock and bond purchases.
- Money Management*
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A broad selection of professional, independent money managers covering all asset classes and styles.
- Advisory Services*
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Stocks, bonds, mutual funds, and ETF accounts for a simple annual fee with no transaction costs.
- Financial and Estate Planning Services*
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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
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The Dime Bank offers full trust services to meet any and all trust needs. Individuals and families create trusts for gifting and protecting assets, to avoid taxation, distribute income and provide privacy. The Dime Bank can also act as executor or personal representative to simplify the estate settlement processes.
Securities, advisory services, and other investment products offered through Financial Network Investment Corporation, a securities broker dealer, member SIPC. Insurance products offered through FN Insurance Services, a licensed insurance agency. The Dime Bank and Financial Network are not affiliated. Financial Network and FN Insurance Services are Affiliated.
* NOT A DEPOSIT, NOT FDIC INSURED, NO BANK GUARANTEE, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, MAY LOSE VALUE.
Meet our Investments & Financial Services Team…
Joseph W. Adams
Vice President Investments & Financial Services
adamsj@financialnetwork.com
Joe has over 20 years of financial experience in commercial banking, brokerage, and public funds management. In 2006, Joe was awarded the Financial Advisor of the Year Award from BAR Financial.
Prior to joining The Dime Bank, Joe was a multiple award-winning financial advisor for a national brokerage firm, where he was decorated
for outstanding personal performance, integrity and professionalism, providing uncompromising dedication and service to customers.
Joe has two degrees from the University of Scranton: a Masters of Business Administration in Accounting and Finance where he graduated with honors and a Bachelor of Science in Economics and Finance where he attained Magna Cum Laude status. Additionally, Joe is a graduate of the Pace University Certified Financial Planning Program. He is a registered representative of Financial Network Investment Corporation and is Life Insurance licensed. Joe’s civic activities include membership on the Human Resource Center Board, Lacawac Sanctuary, Dorflinger Suydam Wildlife Sanctuary, as well as his extensive involvement in community youth sports.
Brian W. Haun
Investment Representative
haunb@financialnetwork.com
Brian has over 10 years of financial services and sales experience in accident and health, casualty, life and fixed annuities, property and allied lines, mutual funds and variable annuities, lending him insight that reaches further than the normal banking and investment arena. Coupled with his education and community involvement, Brian enhances The Dime Bank’s ability to further serve the needs of our customers.
Brian graduated from The University of Pittsburgh where he earned a Bachelor of Arts degree, with a dual major in Political Science and History and a minor in Economics. He furthered his studies at the John E. Fisher Nationwide Training Center in Columbus, OH. Brian is a registered representative of Financial Network Investment Corporation and is Life, Accident, and Health Insurance licensed.
James M. Gardas
Investment Representative
gardasj@financialnetwork.com
Jim has over 15 years of experience in the customer service arena in the private sector of the food and beverage industry. His uncompromising service standard, coupled with his education and work ethic, will prove invaluable in servicing The Dime Bank’s investment clients.
Jim graduated from Charleston Southern University, Suma Cum Laude, where he earned a Bachelor of Science with a double major in Business Administration & Mathematics.
Jim is a registered representative of Financial Network Investment Corporation and is Life, Accident, and Health Insurance licensed.
Cynthia A. Galloway
Department Manager, Financial Services
gallowayc@financialnetwork.com
With over 15 years experience in the financial services industry at The Dime Bank, you can count on receiving professional, efficient, and courteous service from Cindy while she assists you and your investment representative.
Cindy is a registered representative of Financial Network Investment Corporation and is Life, Accident, and Health Insurance licensed. She earned an Associates Degree in Science, Banking and Finance from Lackawanna College. Additionally, she has completed a Trust and Investment Management Certificate through Pennsylvania Bankers Association.
Lisa D. Dunbar
Financial Services Administrative Assistant
With over 20 years experience as an Administrative Assistant and Office Manager in the financial industry, Lisa will ensure that you receive personalized attention with account processing and registrations.
Securities, advisory services, and other investment products offered through Financial Network Investment Corporation, a securities broker dealer, member SIPC. Insurance products offered through FN Insurance Services, a licensed insurance agency. The Dime Bank and Financial Network are not affiliated. Financial Network and FN Insurance Services are Affiliated.
* NOT A DEPOSIT, NOT FDIC INSURED, NO BANK GUARANTEE,
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, MAY LOSE VALUE.