Just Starting an Investment Plan?
Let our investment staff provide you with a customized investing plan that is tailored to your income and tax status. Let's talk about your objectives, your time-frame for meeting these objectives, and your risk strategy. We can help you establish a plan that works best for you.
We'll also review your account on a regular basis to ensure that it's still in-line with your needs.
Want a Second Opinion on your Current Plan?
We can do that too! Talk to one of our experienced, professional representatives about reviewing your investment portfolio.
Already Have an Account with Us?
Access LPL Account View (Opens in a new window)
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Merchants and Planters Bank and M&P Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name M&P Investment Services, and may also be employees of Merchants and Planters Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Merchants and Planters Bank or M&P Investment Services. Securities and insurance offered through LPL or its affiliates are:
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