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Investments

At Lizton Financial Services (LFS), we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better-your family, your business, your financial goals and your investment needs.

Through our partnership with LPL Financial, Lizton Financial Services provides access to a full array of financial products, including services such as professional money management, retirement and education planning, and investment products such as stocks, bonds, mutual funds, and annuity products. LPL is a leading provider* of investment programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC. Now customers can discover how convenient it is to have access to investment services at the same place they do their banking.

*Based on total revenues, as reported in Financial Planning magazine, June 1996-2008.

Products & Services

Stocks & Bonds
Tax Advantaged Investments
Mutual Funds
Annuities
Trust Accounts
Individual Retirement Accounts
Business Retirement Plans
Retirement Planning
Education Planning & 529 Plans
Professional Asset Management
Financial & Estate Planning

Jacob Girouard, a registered representative with LPL Financial - a registered broker/dealer, is available to meet clients at any State Bank of Lizton location and will also arrange appointment times convenient for you – even visiting your home or business. He has access to a wide variety of investment products for individuals and businesses. Because LPL does not offer its own investment products, Jacob is able to give objective financial advice without the requirement to sell LPL’s own products.

Contact Jacob Girouard, Investment Officer at (317) 858-6150 or jacob.girouard@lpl.com.
 

Financial Advisors of Lizton Financial Services are Registered Representatives with, and Securities, Advisory Services are offered through LPL Financial and its affiliates, Member FINRA/SIPC. State Bank of Lizton and Lizton Financial Services are not registered broker/dealers, nor are they affiliated with LPL Financial. LPL Branch Office located at 60 Garner Road, Brownsburg, IN 46112. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor.

This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financials U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


Not FDIC Insured

No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency

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