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SBT Investment Services, Inc. is pleased to offer access to a comprehensive array of investment services through LPL Financial and its affiliates, member FINRA/SIPC. Our Financial Advisors*, registered representatives of LPL Financial, stand ready to tailor these products and services to meet your unique needs and goals.
The services provided are:
Planning & Advice
- Comprehensive Financial Plans
- Retirement Savings Plans
- Retirement Income Management Plans
- College Savings Plans
- Asset Allocation Plans
- Portfolio Reviews
Retirement
- Retirement Savings
- IRAs
- 401(k) and 403(b) Plans
- SEPs
- 401(k) / 403(b) Rollovers
- Retirement Income Products
Investments
- Stocks, Bonds and CDs
- Mutual Funds
- Money Market Funds
- Separately Managed Accounts
- Brokerage Services
Insurance
- Life Insurance
- Fixed and Variable Annuities
- Immediate Annuities
- Long Term Care Insurance
Trust
- Trust Services offered through The Private Trust Company, N.A.
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