Investment Services
A Resource to Help You Pursue Your Financial Goals
LPL Financial Located at Itasca Bank & Trust Co. is a wonderful resource to help you pursue your financial goals. Our service philosophy is simple: We seek to build long-term relationships with our clients by providing professional advice for retirement planning, risk management, education planning and investment management. Since we don’t have proprietary financial products, we can be objective and professional in our recommendations.
With the resources of LPL Financial, we can offer solutions that align with your needs. LPL Financial, a registered investment advisor and broker/dealer and a member of FINRA & SIPC, is a global alliance of securities and advisory services which provide insurance, investments and financial planning support.
Our Investment Services include:
- Retirement Planning
- Investment Management
- Life and Long-Term Care Insurance
- Lifetime Income Strategies
- IRAs
- Small Business Retirement Plans
- Education Funding Strategies
Our advisors are available Monday-Friday from 9am - 5pm. If you would like to meet on a Saturday or after 5pm on a weekday, please call us to schedule an appointment.
When sending an email to anyone at LPL Financial with account numbers or any other confidential financial or personal information, please be sure to use our Secure Email system.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IL, IN, MO, NC, ND, NJ, TX, WI.
