Investment Services
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Your Path to Investment Services
You’ve worked hard for your money. Making decisions about investing can be both exciting and overwhelming at the same time. Our team of professionals are by your side to help put your mind at ease.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Investing Strategies
Our clients find value in an investment strategy that is unique to them. With disciplined guidance, we help make accomplishing your ambitions possible.
Our Approach:
We take time to listen to you, so that together, we can determine your investment goals, select investments that seek to help turn your dreams into reality, and manage and monitor your investments along the way.Strategies:
Gain the confidence of working with financial consultants who are accountable for the recommendations they make in designing a portfolio just for you. Some strategies may include:- Professional Portfolio Management
- Mutual Funds
- Variable, Index and Fixed Annuities
- 529 Plans
- Life and Long-Term Care Insurance
Disclosures
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. Premier Bank and Premier Wealth Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier Wealth Financial Services, and may also be employees of Premier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Bank or Premier Wealth Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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.
Premier Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
Premier Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.