Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
Investment & Business Planning
Peoples Investments develops mutually beneficial relationships that assist in defining and furthering your personal and business financial goals. Our mission is to create objective strategic investment plans based on your needs, monitor portfolio performance and preserve wealth.
As a full-service brokerage office, we offer clients an assortment of quality, non-proprietary investment and business planning services, including:
- Brokerage account services (full-service and discount)
- Business-employee benefits plans installation and administration
- Profit sharing and money purchase plans
- Roth IRA
- SEP, Keogh and self-directed retirement plans
- Simple 401(k)
- Standard, individual 401(k)
- Business succession and wealth transfer planning
- Buy-sell agreement installation and funding
- Estate planning
- Executive compensation plans
- Key-man insurance
- Life insurance (term and whole)
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.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.