MCB Investment Services
About MCB Investment Services
Products and Services
Online Guided Wealth Management
Through our investment management team, MCB Investment Services offers sound investment strategies and beneficial financial-planning services based on your goals. We begin at the end by understanding what it is you want to achieve. Then, we work backward to implement the appropriate allocation and tactics that seek to deliver those results.
To see if our services are right for you, please contact us at (423) 232-5017 to schedule an introductory meeting. In the meantime, we invite you to learn more about our mission, our products and services, and our team by selecting the appropriate link below.
About MCB Investment Services
Investment products and services at MCB Investment Services are offered through an arrangement with LPL Financial, a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. LPL provides objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management strategies.
Todd Jones, a Sr. LPL Financial Consultant along with the assistance of Cindy Widener, an LPL Registered Administrative Assistant, provide MCB’s Investment Services guidance at our Bearden headquarters on Kington Pike in Knoxville and Boone Ridge Road office in Johnson City.
Whether you have significant assets to manage, or you are just beginning to accumulate wealth, Todd and Cindy have the tools and experience to help you understand and better define your long-term financial goals.
* As reported by Financial Planning Magazine June 1996-2017 and based on total revenue
We recognize that to provide maximum value, our team members must know and understand you, your current financial circumstances and your long-term aspirations. With that understanding, we can help you develop, implement and monitor a customized, conservative strategy designed with the goal to deliver results. Whether you are looking to manage debt, preserve wealth, or save for college or retirement, we will utilize all our resources to assist you in pursuing your goals. When necessary, we will tap into our network of advisors, attorneys and tax consultants to help pursue the best outcomes for you, our client. The bottom line is this: All our energy, commitment, and effort are focused on you and your satisfaction.
Tax and legal services are neither provided nor endorsed by Mountain Commerce Bank, MCB Investment Services, LPL Financial or affiliated advisors.
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 or scan the QR code here for more detailed information.