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Peoples Investments - LPL Financial Advisors


 

    Alice Tweit, CRPC®
      LPL Financial Advisor

The investment climate has never been more complex than it is today. Whether you have been saving and investing for years or you’re just getting started, a relationship with a qualified and experienced professional, who has a clear understanding of your needs and the current economic environment, is crucial. Our mission at Peoples Investments is to create customized strategic investment plans based on your needs, to monitor portfolio performance, and preserve wealth.

Alice Tweit understands that her clients’ personal health and wellness are often connected to their financial health. She strives to improve an individual’s financial strength through honest and personalized service, with a goal to see an immediate improvement of the client’s overall well-being. Working with clients to help them make the best financial decisions early in their lives and careers, that'll help them, their family, and their community in the long term is Alice's greatest passion.

Alice is a graduate of Western Washington University, where she received a B.A. in Economics and a B.A. in Mathematics. In keeping with her commitment to improving financial health,  Alice understands the importance of partnering with clients, and listening to their needs in order to pursue their financial goals. Alice has also received her Chartered Retirement Planning Counselor designation.

At Peoples Investments, we are focused on you and we aim to offer access to non-proprietary products of the highest quality and reputation. Our primary goal is to help you manage your assets based on your needs. We offer investment services right where you do your banking so you can handle all your financial needs at one convenient location. With today’s busy lifestyles, we think you’ll appreciate the convenience.

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

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FINRA BrokerCheck

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.