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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.
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.