As a full-service financial firm, we have with access to a range of investment services. We help to identify which avenue or strategy would best achieve your financial goals.
For years, our goal has been to provide excellent service to our clients. We do this while introducing the various, ever-changing investments and services available, along with quality information and resources.
We pride ourselves on developing long term relationships with our clients’ and their families. We aim to help reduce the stress that comes with financial decisions, while providing a clear understanding of our financial services.
Let us help you with your unique financial goals.
LPL Financial Advisor
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About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Our Products and Services:
- Investment Management
- Financial Advising
- Insurance and Annuity Products
- Retirement Planning
- Retirement Plan Rollovers from 401(k) plans
- Business Retirement Plans
- Life Insurance
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Exchange Bank and Exchange Investment Services are not registered as a broker-dealer or investment advisor. 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 being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Exchange Bank or Exchange Investment Services.
Securities and insurance offered through LPL or its affiliates are:
Not insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value