LPL Financial offers a wide choice of investment products, including mutual funds, variable annuities, IRA accounts and college savings plans, as well as fixed income investments such as bonds and fixed annuities. We also offer a selection of life insurance and long-term care insurance products to meet your protection needs.
Ready to start building a balanced financial future.
Our Financial Consultants are available to meet with you in each AmTrust and Ohio Savings Bank branch throughout Ohio, Florida and Arizona.
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to complete our online request form and a Financial Consultant will contact you directly
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Call:
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(800) 860-5357, Option 1, to be referred to a Financial Consultant near you
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to one of our convenient branch locations
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Products and Services:
An annual review of your investments is an important part of our investment strategy. This ensures that our strategies continue to work toward meeting your goals. We’ll review new products and services that might be of interest and make sure all pertinent information is current.
Developing an Appropriate Investment Strategy
What are your long-term goals?
Are you putting aside a nest egg for retirement? Saving for a child’s education? Whatever the goal, our Financial Consultants can help you determine how much you’ll need and help you develop a strategy to work toward achieving those goals.
Before we can look to the future, we need to see where you are today. Our Financial Consultants will take a complete financial profile in order to evaluate your current financial situation. We will ask about your current investments, expenses, credit card debt, emergency reserves and insurance coverage.
How can we help get you from here to there?
The best investment strategies for you will come from information about your current financial situation and investment objectives. Our Financial Consultants will make recommendations about long-term quality investments with strong track records.
