CUSTOMER-FOCUSED FINANCIAL PLANNING
When it comes to giving financial advice, CBI Investment Services takes a slightly different approach from most firms. Rather than focusing on a specific type or category of investment, the emphasis is where it belongs: on you.
Why? Before we make a single recommendation, our team gets to know you, your future goals and your lifestyle. Our recommendations are built on helping you pursue your goals.
OUR INVESTMENT PHILOSOPHY
Securities and insurance products are offered by LPL Financial and its affiliates* member FINRA/SIPC. LPL Financial is one of the nation’s leading brokerage firms without proprietary investment products, and has a network of over 17,000 independent representatives. It must be noted that securities are not bank deposits, not FDIC insured, and are subject to investment risk including possible loss of principal, not guaranteed by the bank or any federal government agency.
LPL’s independent brokers and absence of “in-house” products are an important consideration. It helps that the focus is where it belongs, on the needs of the investor. It also removes any doubt regarding pressure that a brokerage firm might place on its representatives to promote its own captive family of mutual funds or to push securities that it holds in inventory, over and above other types of investments that might be more appropriate.
For further information or to arrange a no-cost, no obligation appointment, call CBI Investment Services at (563) 262-3802 or visit us at 301 Iowa Avenue, Muscatine, IA.
Matt Strajack, Financial Consultant, Phone: 563-262-3144 or Email: [email protected]
Jordan Miller, Financial Consultant, Phone: 563-262-3123 or Email: [email protected]
Linda Daly, Administrative Assistant, Phone: 563-262-3802 or Email: [email protected]
* CBI Bank & Trust ("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 for more detailed information.
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. CBI Bank & Trust and CBI Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CBI Investment Services, and may also be employees of CBI Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CBI Bank & Trust or CBI Investment 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