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Investment Solutions

To assist you with the investment portion of your financial strategy, State Bank of Lizton (SBL) and Lizton Financial Services (LFS) have formed a unique partnership with UVEST Financial Services. Through this partnership, you have access to a broad range of investment options, including stocks, bonds, mutual funds, annuities, the anytime convenience of online trading services and more.

UVEST is a registered broker-dealer offering a wide range of investment services through financial services providers since 1982.

Contact Jacob Girouard, Investment Officer at (317) 858-6150
jacob.girouard@uvestmail.com
UVEST Financial Client Services: 1-800-277-7700.

 

Online Trading Service

Lizton Financial Services (LFS) and UVEST now offer you the power of investing online when you want anytime -- 24-hours-a-day, 365 days a year. If you're comfortable making your own investment decisions, and you want to take advantage of low trading fees, you may wish to try this service. Through LFS and UVEST you now have online access to:
  • Trading stocks, bonds, mutual funds
  • Obtaining stock quotes, stock market research
  • Accessing your account balances, account activity, and much more.

Check out an online demo, or access your discount brokerage account by clicking here.

More Questions?

Read our Frequently Asked Questions, or contact our Investment Officer.

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Investment Solutions FAQs

Q: What kinds of investments can I make using the UVEST service?
Q: Is there any charge for a meeting with the Investment Officer?
Q: My financial situation is complicated, and I need investment, tax and legal advice. What kind of help can you give me?
Q: I've never worked with a professional broker before. How does the process work?
Q: I'm already working with one of the big brokerage houses. Why should I switch?
Q: I'm not sure I'm saving enough for my retirement. What kind of help can I get?
Q: I'm changing jobs. Can you provide help with my 401K rollover?
Q: I like to make my own investment decisions. Are there discount brokerage services available?
Q: Will my bank account information be shared with the Investment Officer without my knowledge?
 
INVESTMENT PRODUCTS:
  • Are NOT FDIC insured
  • Are NOT Bank Guaranteed
  • May Lose Value
  • Are NOT Bank Deposits
  • Are NOT Guaranteed by any Government Agency

Our Investment Officer is a dual employee of Lizton Financial Service s and registered with UVEST Financial Service s. Lizton Financial Service s is not a broker dealer. UVEST and Lizton Financial Service s are independent entities.

Securities are offered by, and investment officers are registered with, UVEST Financial Service s - registered broker dealer, member NASD/SIPC.

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State Bank of Lizton

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