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LPL Wealth Advisors - Peoples Investments

Peoples Investments - LPL Financial Advisors

Check the background of this firm on FINRA's BrokerCheck.

Investment Management & Business Planning

The LPL Financial Advisors at Peoples Investments develops mutually beneficial relationships that assist in defining and furthering your personal and business financial goals. Our advisors mission is to create objective strategic investment plans based on your needs, monitor portfolio performance and preserve wealth.

Our Services

As a full-service investment management office, we offer clients access to an assortment of quality, non-proprietary investment and business planning services, including:

  • Brokerage account services (full-service and discount)
  • Business-employee benefits plans
    • 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)

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 Peoples Investments located at 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 estate planning, a Treasury bill, or a stock, you can take care of all your financial shopping at LPL Financial located at Peoples Bank.

Need Help?

Our LPL Financial Advisors are only an email or phone call away.

Customer Support is available:

  • Mon - Fri: 8 am to 5 pm
  • (360) 392-2960
  • Email Us

Personal Investments

Learn more about our personal investment management services.

Personal Investments

Meet our Advisors

Learn about our team and put their experience to work for you!

Start Here

Calculate Scenarios

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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. Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:

Enhanced Bank Disclosure

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.

LPL Financial Form CRS

5 Star RatingPeoples Bank is rated 5-Stars by Bauer
Rating as of May 2024