Investment and Planning Services
We've all got dreams. And we've all heard the concerns about Social Security. One of the few things we can count on for our future economic well-being is ourselves. But with all the options available, finding a trusted financial consultant could be one of the most important decisions you'll make.
As a full-service brokerage office, we offer clients an assortment of quality, non-proprietary investments and services, including:
Everyone has a dream. Work with us to design an investment strategy to help you pursue your retirement goals.
Protect what you have earned and plan for the preservation of wealth from generation to generation.
Investment Portfolio Analysis
Stay informed about how your investments are performing, and be best equipped to make adjustments and act on new opportunities.
Secure your future with life, disability and long-term care insurance and ensure that you and your heirs are well cared-for.
Time flies. Plan now to ensure you’re ready when your children are.
Annual Portfolio Review
An annual review of your holdings helps ensure you stay on track with your goals.
About Peoples Investments
Securities Offered Through LPL Financial, Member FINRA/SIPC. Insurance Products Offered Through LPL Financial or its Affiliates.
LPL Financial is a full-service broker-dealer with financial representatives located at Peoples Bank. LPL Financial offers access to all facets of investing products and services including but not limited to mutual funds, stocks, bonds, treasuries and portfolio evaluation.
The placement of these services in your bank is designed to assist you in fully integrating all your financial activities into one convenient location.
LPL Financial prides itself on offering access to non-proprietary products only. This helps ensure objectivity in the recommendations made by LPL Financial representatives.
So whether it's a certificate of deposit, a Treasury bill or a stock, you can take care of all your financial shopping at LPL Financial located at Peoples Bank.