As a full-service brokerage office of LPL Financial located at Synergy Bank, I offer clients an assortment of quality, non-proprietary investments, including:
- Mutual Funds – for diversification and professional management
- Variable and Fixed Annuities – for tax-deferred growth potential
- Managed Asset Plans – for professional fee-based portfolio management through LPL Financial
- Investment Portfolio Analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
- Retirement Planning – to design an investment strategy to help you meet all of your retirement goals
- Municipal Bonds – to help protect your hard-earned money from taxes
- College Planning – to give your kids a good head start
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, my office at Synergy Bank maintains a constant commitment to putting service first.
If you would like any further information about these topics, or other areas of investing, please call me at 985-851-5459 or email my office. I can help you make sense of today's investment climate.
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. Synergy Bank and Synergy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Synergy Investment Services’ name, and may also be employees of Synergy Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Synergy Bank or Synergy Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not FDIC Insured or Any Other Government Agency Not Bank Guaranteed
Not a Bank Deposit or Obligations May Lose Value
Your Bank ("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.