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Exchange Investment Services:
- 401(k) Rollovers
- Retirement Income
- Fixed and Variable Annuities
- FDIC Insured CDs
- Mutual Funds
- Tax-free Municipal Bonds
- Retirement Planning
- Business Retirement Plans
- Life Insurance
- Long Term Care Insurance are available in every state.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. Exchange Bank and Exchange Investment Services, Inc. are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Exchange Investment Services and may also be employees of Exchange Bank. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Exchange Bank or Exchange Investment Services Inc.
The investment products sold through LPL Financial are not insured Exchange Investment Services, Inc. deposits and are not FDIC insured. These products are not obligations of the Exchange Investment Services, Inc. and are not endorsed, recommended, or guaranteed by Exchange Investment Services, Inc. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.