Wealth Management

MBT Investment Services

The consultants at MBT Investment Services will analyze each client's unique financial situation.

The consultants at MBT Investment Services will analyze each client's unique financial situation.  After this analysis, a personalized strategy will be developed to help each client address their goals.  Finally, appropriate investment products are selected that match each client's specific financial needs and risk tolerance.

MBT Investment Services offers access to:

  • Mutual Funds.
  • Fixed and Variable Annuities. 
  • Retirement Savings - with powerful savings and possible tax advantages.
  • Stocks - full service brokerage accounts.
  • Fixed Income Securities - income-generating to conservative.
  • Business Retirement Plans - 401(k), 403(b), profit sharing, pensions and more.
  • College Savings Plans.
  • Individual Life Insurance - Universal, Term, Whole and Variable Life.
  • Business Insurance Plans - including key person and buy-sell.
  • Disability Insurance.
  • Long Term Care Insurance.  

Planning Your Future doesn't need to be complicated.

Contact an MBT Investment Services professional for a thorough and personalized analysis.

SCHEDULE A MEETING

> or call us at 800-321-0032 for more information 

 


Meet MBT's Investment Services Team

Experience the MBT Difference

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 Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Michigan, Ohio.

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