Products and Services
We provide assistance in the following areas
Fee Based Investment Management Accounts
Consisting of the following type of investments
Individual Stocks, Stock Mutual Funds and Stock Exchange Traded Funds
Individual Bonds, Bond Mutual Funds and Fixed Income Exchange Traded Funds
Traditional, Roth, and Simple IRA’s
529 College Funding Plans
Retirement Plan Consulting Services
Retirement Plan Consulting Services – 3(21) and 3(38) Fiduciary Services
401(k) and 403(b) Plan Design and Search Services
Investment Committee Participation and Guidance
Participant Education and Newsletters
Life Insurance for individuals, groups or estate planning strategies
Long Term Care Insurance (traditional and hybrid policies)
Comprehensive financial planning
Planning for specific goals or events
Meet the Team
VIEW PROFILETodd JonesSr. LPL Financial ConsultantVIEW PROFILECindy WidenerLPL Registered AssistantVIEW PROFILECindy WidenerLPL Registered Assistant
Download the MCB Investment Services Brochure
INVESTMENT SERVICES DISCLAIMER
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and advisory services offered by LPL Financial, a registered investment advisor, member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.
Mountain Commerce Bank and MCB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Mississippi, Pennsylvania, South Carolina and Virginia.
Not FDIC Insured
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by any Federal Government Agency