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Beachwood Office (888) 801-1666 Open Geo Locator

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25201 Chagrin Boulevard
Suite 120
Beachwood, OH 44122

Phone: (216) 359-5580
Fax: (216) 359-5581

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  • Ada Office
    118 South Main Street P.O. Box 135 - Ada

  • Ada ATM (Non-Branch)
    525 S Main Street - Ada

  • Beachwood Office
    25201 Chagrin Boulevard, Suite 120 - Beachwood

  • Bellefontaine North Office
    1120 North Main Street P.O. Box 849 - Bellefontaine

  • Bellefontaine South Office
    1454 South Main Street P.O. Box 670 - Bellefontaine

  • Chardon Office
    348 Center Street P.O Box 1078 - Chardon

  • Cortland Office
    3450 Niles-Cortland Road - Cortland

  • Dublin Office
    6215 Perimeter Drive - Dublin

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    8058 State Street - Garrettsville

  • Kenton Office
    100 East Franklin Street P.O. Box 234 - Kenton

  • Lake County Loan Production Office
    8373 Mentor Avenue - Mentor

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    10691 Main Street P.O. Box 648 - Mantua

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    160 Coleman's Crossing Blvd. - Marysville

  • Middlefield - Main Branch Office
    15985 East High Street, P.O. Box 35 - Middlefield

  • Middlefield - West Branch Office
    15545 West High Street. P.O. Box 35 - Middlefield

  • Newbury Office
    11110 Kinsman Road, P.O. Box 208 - Newbury

  • Orwell Office
    30 South Maple Street, P.O. Box 66 - Orwell

  • Plain City Office
    490 South Jefferson Avenue - Plain City

  • Powell Office
    10628 Sawmill Parkway - Powell

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    6134 Kruse Drive - Solon

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    492 West Cherry Street - Sunbury

  • Twinsburg Office
    2351 Edison Boulevard, P.O. Box 560 - Twinsburg

  • Westerville Office
    17 North State Street - Westerville

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Guided Wealth Portfolios

 

MB Investment Services 

MB Investment Services Login

MB Investment Services Guided Wealth Portfolio Login

Guided Wealth Portfolios

Automated Investing with Access to Personalized Service

Guided Wealth Portfolios combine easy-to-use technology with access to the personal financial consultation service of our MB Investment Services Investment & Retirement Services team. Unlike most digital investing solutions, or robo advisors, who don’t include a dedicated financial advisor relationship, our digital investing solution guides you through the process from start to finish. Our online investment platform combines the benefits of a personal financial advisor with sophisticated technology to help you invest in your future:

  • Access to a MB Investment Services Financial Advisor
  • Low initial investment

Access to Personalized Strategies

We’ll create an investment allocation road-map based on your goals, risk preferences and investing timeline to help you pursue your objectives. Your road-map is also customized for your specific stage in life, and will change according to your needs.

  • Ongoing planning, service, and access to advice.
  • Investment road-map designed just for you
  • Access to a dedicated financial advisor

Online Investing Personalized for You

Just $5,000* in investable assets opens your low management fee account, and we’ll allocate your assets in a tax-efficient manner, evaluating the tax impact of each trade before it goes through.

  • Low initial investment minimums
  • Tax-efficient investing

Intuitive, Intelligent Investing

Your self-directed investing process is made fast and easy with the secure technology that powers MB Investment Services’s Guided Wealth Portfolios. Get access to a personal portal and track your activity, open new accounts, invest online, see your portfolio and make updates to your accounts in all one place:

  • Personal investment portal
  • Constant monitoring of your portfolio
  • 24/7 access to your accounts

BrokerCheck

• Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

BrokerCheck-Finra.org

 

*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL).  GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member of FINRA/SIPC.  All investing involves risk including loss of principal.  No strategy assures success or protects against loss.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products offered through LPL Financial or its licensed affiliates.  The Middlefield Banking Company and MB Investment Services are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL Financial offer services using MB Investment Services, and may also be employees of The Middlefield Banking Company.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Middlefield Banking Company or MB Investment Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC

or Any Other

Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Middlefield Banking Company or MB Investment Services (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.  Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.