Comprehensive Personal Financial Planning
- WealthVision, powered by EMoney
Retirement Accumulation and Income Planning
- IRAs, including:
- 529 plans
- Education IRAs
- Mutual Funds
- Corporate and Municipal Bonds
- Common Stock
- Treasury Notes, Bills and Bonds
- Alternative Investments
- Structured Products
- Variable & Fixed Annuities
- Life Insurance
- Long-term Care
- Retirement Plans
- 401(k) plans
- 403(b) plans
Our recommendations will always be based upon your best interests and the information you provide to us.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL registered representative may only discuss securities or transact business with persons who are residents of AZ, CO, FL, KY, LA, NC, MI, NY, OK, PA, TX, WA, WV.
|Not FDIC Insured||Not Bank Guaranteed||May Lose Value|
|Not Insured by any Federal Government Agency||Not a Bank Deposit|
St. Martin Bank & Trust and SMB Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.