Successful people spend many hours earning their incomes, but seldom take even a few minutes to think about how to manage it. That’s where Dart Bank’s Investment Center can help. Our investment advisor, Jonathan Grocki, can show you the information you need to make informed decisions to increase your chances for financial success. We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From retirement planning to college funding, investment or insurance planning, we’re committed to helping you accomplish your long-term financial objectives.

Investment Planning

• Asset Allocation
• Retirement Planning
• Investment Advisory Services
• College Funding
• Mutual Funds
• Annuities
• IRA’s

Insurance Planning

• Term Life
• Whole Life
• Adjustable Life
• Disability
• Long-Term Care

Employee Benefits

• Employer Sponsored Retirement Plans
• Group Medical
• Group Life
• Benefits Analysis

Securities offered through Cambridge Investment Research, Inc. a Registered Broker/Dealer Member, NASD/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Federally Registered Investment Advisor Cambridge Investment Research, Inc. and Dart Investment Centers are not affiliated Dart Investment Centers and cannot accept orders via Email or telephone recorded message services.

Products offered through Dart Investment Centers and Cambridge

Investement Research are:

Not insured by the FDIC,

Not a bank deposit, bank obligation or guaranteed by any bank,

Subject to investment risk, including potential principal loss.