Old Monroe Investment Services

Old Monroe Investment Services is dedicated to providing you with access to the full realm of financial products, from which you may choose, to address your financial goals. To assist you with your choices, Old Monroe Investment Services has aligned with LPL Financial Services to provide you with:

Advisory Services and Wealth Management

Life Insurance
• Term Life Insurance
• Permanent Life Insurance (Whole Life, Universal Life, Variable Life, etc.)
• Long-Term Care Insurance
• Disability Insurance

Full Service Brokerage Accounts
• Stocks, Bonds, EFT’s
• Mutual Funds, Municipal Bonds, UIT’s
• IRA’s (Rollover, Traditional and Roth available)
• College Savings Plans
• Tax-deferred Annuities (where appropriate)

Corporate Services
• 401(k) Plans
• Key Man Insurance
• Partnership Buy Out Strategies

Financial Planning Services
• Investment Planning
• Retirement Planning
• Wealth Transfer Strategies