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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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  • Beachwood Office
    25201 Chagrin Boulevard, Suite 120 - Beachwood

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

  • Cortland Office
    3450 Niles-Cortland Road - Cortland

  • Dublin Office
    6215 Perimeter Drive - Dublin

  • Garrettsville Office
    8058 State Street - Garrettsville

  • Lake County Loan Production Office
    8373 Mentor Avenue - Mentor

  • Mantua Office
    10691 Main Street - Mantua

  • 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

  • Solon Office
    6134 Kruse Drive - Solon

  • Sunbury Office
    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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LPL Financial

Home Investments Brokerage

Brokerage Services

 

We don’t just set you up with a financial plan and send you on your way.

LPL Financial’s brokerage services help you navigate the investment of your assets aligned with your strategic plan.

This helps give you confidence your plan is being followed, without getting overwhelmed trying to choose investment options yourself.

 

How our brokerage services work

  1. We start with your financial plan and the goals and objectives you hope to accomplish.
  2. LPL’s team then works with you to establish an appropriate level of risk.
  3. Your LPL representative puts together an investment package and reviews it with you.
  4. On your approval, investments are made and reporting begins.

 

We have access to numerous types of investments and services:

  • Common and preferred stocks
  • Corporate and municipal bonds
  • Treasuries (bills, notes, and bonds)
  • Financial Analysis
  • Mutual and Money market funds
  • Retirement Planning
  • Variable and fixed annuities
  • Asset Allocation

     

    Getting started is easy

    You can either contact us online or get in touch directly with any LPL investment professional shown below.

    • Tom Hart

      Tom Hart

      Financial Consultant

      MB Investment Services

      Location: Middlefield - Main Branch Office

      Phone: (440) 632-3444

      Contact Me
    • Ric Rotolo

      Ric Rotolo

      Financial Consultant

      MB Investment Services

      Location: Beachwood Office

      Phone: (216) 359-5526

      Contact Me
    • Lisa Swango

      Lisa Swango

      Financial Consultant

      MB Investment Services

      Location: Middlefield - Main Branch Office

      Phone: (440) 632-3226

      Contact Me

     

    Not FDIC Insured

    Not Bank Guaranteed

    May Lose Value

    Not Insured By Any
    Federal Government Agency

    Not A Bank Deposit

     

    Check the background of investment professionals associated with this site on FINRA's BrokerCheck BrokerCheck-Finra.org.

    Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

    The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Ohio

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