Investment Services Contact | MCB

MCB Investment Services

Contact

Office: (423) 232-5017
Office: (865) 694-5701
Mobile: (423) 220-9697
Fax: (423) 262-5887
todd.jones@lpl.com

Johnson City Corporate Office

Phone: (423) 232-5017
Fax: (423) 262-5887
Mobile: (423) 220-9697

121 Boone Ridge Road, Suite 1002
Johnson City, TN 37615

Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment

121 Boone Ridge Road Suite 1002 Johnson City, TN 37615

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Map data ©2016 Google

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Satellite

Knoxville Office

Phone: (865) 694-5725

6101 Kingston Pike
Knoxville, TN 37919

Mon-Fri: 8:00 AM – 5:00 PM
Sat-Sun: By Appointment

6101 Kingston Pike Knoxville, TN 37919

Map data ©2016 Google

Map data ©2016 Google

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Map

Satellite

Brentwood, Williamson County Office

Phone: (615) 283-5400

5205 Maryland Way
Brentwood, TN 37027

Mon-Thurs: 8:00 AM – 4:30 PM, Fri 8:00 AM – 5PM
Sat-Sun: By Appointment

Resourses

Account View Login

Market/Economic Outlook

Outlook 2023 (PDF file)
Global Portfolio Strategy: January 2023

Financial Resources

The Basics of Budgeting

The Basics of Investing

The Basics of Social Security

401(k) Fiduciary Resources / Retirement Resources

10 Things You Should Know – Secure Act 2.0

QDIA Practices Checklist

404(c) Checklist

Fiduciary Meeting Checklist

Due Diligence Checklist

1st Qtr 2023 Participant Newsletter

1st Qtr 2023 Plan Sponsor Newsletter

2021 Roth 401k FAQs

Setting Every Community Up for Retirement Enhancement (SECURE) Act

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 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. Mountain Commerce Bank and MCB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MCB Investment Services, and may also be employees of Mountain Commerce Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain Commerce Bank or MCB Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

©2023 Mountain Commerce Bank
Equal Opportunity Employer
Member FDIC.
NMLS# 417746

©2022 Mountain Commerce Bank
Equal Opportunity Employer
Member FDIC.
NMLS# 417746

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