Products and Services

Wealth Planning and Employee Benefits

As an individual or business decision maker, you know that managing your money is just as important as making money. Our team of experienced advisors are committed to providing objective advice that addresses the unique circumstances of your business or personal financial situation.
Piggy Bank with glasses

We offer access to a comprehensive range of products and services to help you personally or to help attract and retain key employees. We also offer business succession planning, managing business and personal taxes, and help in building and working toward protecting personal wealth through the following:

  • Employee Benefit and Retirement Plans
  • Business Succession Planning
  • Stocks, Bonds, Mutual Funds and Other Investment Products
  • Life, Disability, AnnuitiesĀ and Other Insurance Products
  • 1031 Tax Deferred Exchange Service

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Peoples Bank and Peoples Investment Professionals are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: KS, NM.

(i) Not FDIC insured. (ii) Not bank guaranteed. (iii) May lose value. (iv) Not guaranteed by any government agency. (v) Not a bank deposit.

Check the background of ourĀ investment professionals on FINRA’s BrokerCheck