Invest in the Future. We can help.
SMB Investment Center is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We are partnered with LPL Financial, the number one independent broker/dealer in the country whose objective is to provide us with the resources necessary to fulfill your unique needs with suitable options from a wide range of the nation's top providers of:
- Mutual funds
- Comprehensive asset management accounts
- Variable and fixed annuities
- Individual stocks and bonds
- Estate, college, business, tax, and retirement planning
- Domestic and foreign securities
- Alternative investments
As your investment partner, we at SMB Investment Center are committed to helping you accomplish your unique financial goals and objectives through objective, unbiased advice.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona (AZ), Louisiana (LA), New York (NY), Oklahoma (OK), Pennsylvania (PA), Texas (TX)
Products are: NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE – NOT A DEPOSIT – NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.