LPL Financial performs due diligence research on all of the investment choices we offer. Because of the numerous choices available, LPL Financial carefully examines the options and then provides the representatives with a list of approved investments. The goal is to provide the representatives with enough choices to address the needs of any customer.
Customers have access to professional money management through mutual funds, annuities, and separately managed accounts, from some of the most well known names in the industry. The research, combined with the skills of the representative, will help you develop an investment portfolio that is suitable for you.Can LPL Financial help me with ALL my investment needs?
Your representative has the ability to offer a comprehensive package of services and investment products to address the various needs of each individual investor. Because many of these investments involve more complex strategies, your choice of advisors is an essential ingredient to your ultimate satisfaction. Your financial institution and LPL Financial have ensured that your representative will be able to offer you various products and services you will need to address your investment goals. From comprehensive financial planning to professional money management, the choices are endless, and our representative will work closely with you to determine which products and services address your needs.Why is my financial institution offering investment services?
In 1981, the banking industry underwent a major regulatory change, allowing financial institutions to expand the services they provide to their customers. Many began offering investment services in order to provide their customers with a more complete range of financial services.
Since that time, The Middlefield Banking Company has continued to provide ways to help you achieve your financial goals. They have recognized their customers’ desire to have access to a variety of investment products that are delivered conveniently and professionally. In today’s complex investment world, you need competitive services to help you address your financial goals. With this in mind, The Middlefield Banking Company, after a great deal of research, has formed a unique relationship with LPL Financial to bring this service to you. Your LPL Financial representative, a dedicated professional, works only with your financial institution and its customers and serves as the link between your financial institution and access to the products and services described in this section of the website.About Financial Planning
One of the most valuable services we offer is comprehensive financial planning. Your representative will help you complete a questionnaire that will allow us to produce a personal financial plan for you. The plan can be used to focus on college education funding, tax reduction strategies, or retirement planning.
This comprehensive approach allows your representative to identify your specific financial goals and design a plan to help you address them. The representative is trained to listen to your concerns and understand your needs. Through this conversation, you and the representative examine your complete financial picture, resulting in a personal investment plan that is right for you. The focus is always on the customer, and that means you can count on solid, objective advice and a concentration on long-term investment strategies.
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