Products and Services

MCB Investment Services

Products and Services

Through the auspices of LPL Financial, the financial services team at MCB Investment Services focuses on four principal areas: Investments, Retirement Plan Consulting Services, Insurance and Financial Planning.

Investments

Fee-based Investment Management Accounts consisting of:

  • 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 including:

  • ERISA § 3(21) and § 3(38) fiduciary services
  • 401(k) and 403(b) plan design review and search services
  • Investment committee support and guidance
  • Participant education and newsletters

Insurance

  • Life insurance for individuals, groups or estate planning strategies
  • Disability insurance
  • Traditional and hybrid long-term care insurance

Financial Planning

  • Comprehensive financial planning
  • Planning for specific goals or events
 
 

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    The Team

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    Todd Jones
    Sr. LPL Financial Consultant
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    Cindy Widener
    LPL Registered Assistant
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    Cindy Widener
    LPL Registered Administrative Assistant