Broker Check

Our Services

At Investment Center, we are a fee-based advisory firm that puts the Fiduciary Standard above all else, meaning we put our clients' needs and interests first and foremost.  We recognize each client comes with a unique situation and individual goals, therefore each product or plan recommended is specifically and individually suited for that client.  We are intently focused on creating client relationships that last a lifetime, being here to support and advise through every financial situation life encompasses.  In total, Investment Center at Crossroads Bank provides expert assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Fee-based Advising
  • Tax Strategies
  • 401k Planning
  • 403b Planning
  • College Funding
  • Estate Planning Strategies
  • Money Management
  • Retirement Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Have a Question

Name
Email
Phone
Question
Thank you! Oops!