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Through our partnership with UVEST Financial Services, we are able to provide access to a broad range of investment and brokerage services. The experienced UVEST team will assist you in preparing a strategic financial plan that is tailored to meet your needs and expectations. They'll explain what to expect from your investments and help you decide what level of risk you are comfortable with.
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Our services include:
- Common and preferred stocks
- Corporate and municipal bonds
- Treasuries (bills, notes, and bonds)
- Financial Analysis
- Mutual and Money market funds
- Retirement Planning
- Variable and fixed annuities
- Asset Allocation
- Contact us for more information about services not listed
Open a UVEST Account Today!
Call an Investment Consultant today at 1.888.801.1666 to open an account or to learn more about our services, you can also complete the information request form, and we will contact you.
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View Your Accounts Online
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With a full service brokerage account at UVEST Financial Services, you can view your account portfolio online anytime. There is no fee for this online service. To setup your UVEST account online, complete the UVEST Internet Agreement and Activation form. You will need Adobe Acrobat Reader installed to view and print the form. If you are unable to view the form, please contact us, and we will mail or fax it to you. After you have printed and completed the form, please mail or fax it to the address below. Once your UVEST account has been setup for online access, you will receive an e-mail with instructions on how to access your account.
Mail the form to:
The Middlefield Banking Company
Attn: Thomas Hart
15985 East High Street
P.O. Box 35
Middlefield, OH 44062
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| These documents are presented in Adobe's Portable Document Format (PDF). Viewing these files requires Acrobat Reader software, available at no charge from Adobe. To visit Adobe's website, click on the button below. It is likely that the Acrobat Reader is already installed on your computer, but if you find that you cannot read the files, it is very easy to download the software and install it. |
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UVEST Financial Consultant
Thomas Hart • 440.632.3444 • 1.888.801.1666 •
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Securities and insurance products are offered by, and Investment Representatives are registered with, UVEST Financial Services, Member NASD, SIPC and licensed insurance agency. UVEST and The Middlefield Banking Company are independent enties. |
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NOT FDIC INSURED |
NOT BANK GUARANTEED |
MAY LOSE VALUE |
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