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.