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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 . 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.
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
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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| Q: |
What kinds of investments can I make using the UVEST service? |
| A: |
Lizton Financial Services' partnership with UVEST Financial Services allows you to invest in a wide range of non-deposit investment products. Annuities, mutual funds, individual stocks and bonds are all available through our Investment Officer. |
| Q: |
Is there any charge for a meeting with the Investment Officer? |
| A: |
There is never a charge for the professional financial review and consultation that is provided by Jacob Girouard, our Investment Officer. If you do purchase securities available through UVEST, there may be fees associated with those securities. |
| Q: |
My financial situation is complicated, and I need investment, tax and legal advice. What kind of help can you give me?
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| A: |
Our Investment Officer will work with you and your tax and legal advisors to help put together a plan that's appropriate for each situation. Jacob has worked with many attorneys and tax professionals around the region, and is available for meetings with your advisors. UVEST Financial Services also provides trust services and wealth management advisors for special situations. |
| Q: |
I've never worked with a professional broker before. How does the process work? |
| A: |
At your first meeting, Jacob will review your financial situation and your investment goals, as well as your tolerance for investment risk, and your time horizon for meeting those goals. At your next meeting, a personalized plan will be presented for your review. If you approve of the investment plan, your assets will be transferred into the investments that have been selected. You will receive regular investment statements and updates on your account. |
| Q: |
I'm already working with one of the big brokerage houses. Why should I switch? |
| A: |
Personal service has always been a hallmark of Lizton Financial Services, and it is the hallmark of the investment services we offer as well. Our professional Investment Officer is available to meet with you at your convenience, and will work closely with you to create the investment plan that's best for you.
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| Q: |
I'm not sure I'm saving enough for my retirement. What kind of help can I get? |
| A: |
A full review of your current retirement savings, as well as various "what-if" scenarios, is an important part of the financial planning services that are provided to you at no cost. Our professional Investment Officer will work with you to create a plan for your investments based on your financial situation, your investment goals, your time horizon, and your tolerance for risk.. |
| Q: |
I'm changing jobs. Can you provide help with my 401K rollover? |
| A: |
Absolutely! Changing jobs is an important time to review your 401K, transfer it properly, and make sure you don't lose the tax-deferred status of your retirement funds. Our Investment Officer can help you find the right home for your rollover funds. |
| Q: |
I like to make my own investment decisions. Are there discount brokerage services available? |
| A: |
Yes, through the UVEST web site, online discount brokerage is available. In addition, there is a telephone-based discount brokerage service available. These services do not include professional advice from our Investment Officer.
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
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| Q: |
Will my bank account information be shared with the Investment Officer without my knowledge? |
| A: |
Absolutely not! We do not share any customer information with our Investment Officer without direct permission from our customers. If you are interested in meeting with Jacob, you may call him directly at any time, or any Customer Service Representative can help schedule a meeting. |
- 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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Investment Solutions