FirstBank & Trust
Wealth Management

Investments

Through LPL Financial Services, we offer access to investment products and services that are as varied as our clients. These products include a wide variety of opportunities such as:

  • Stocks
  • Bonds
  • Mutual Funds
  • Money Markets
  • Annuities (including variable annuities)

In addition to traditional investment accounts, we also offer access to:

  • Section 529 Plans for education planning
  • A variety of retirement planning accounts such as; IRAs, SEPs, 401(k)s, 403(b)s, and SIMPLE Plans

When seeking to design a well-diversified portfolio using asset allocation and money management principals plus determining your financial goals and desired rate of return, we recommend those investments consistent with your risk tolerance. We try to help educate our clients on the advantages and disadvantages of investments recommended.

Securities, advisory services and insurance products offered through LPL Financial Services and it's affiliates. Member FINRA / SIPC and a SEC registered investment advisor.
Not FDIC insured May lose value No Bank guarantee Not a Deposit

Not guaranteed by any Government Agency.
LPL and FB&T Wealth Management are non-affiliated entities.

This site is designed for U.S. residents only. The services offered within this side are available exclusively though our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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