Brokerage Services
We don’t just set you up with a financial plan and send you on your way.
MB Investment Service'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
- We start with your financial plan and the goals and objectives you hope to accomplish.
- Our team then works with you to establish an appropriate level of risk.
- Your MB Investment Services representative puts together an investment package and reviews it with you.
- 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 MB Investment Services professional shown below.
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Contact MeTom Hart
Financial Consultant
MB Investment Services
Locations: Garrettsville Office, Middlefield - Main Branch Office
Phone: (440) 632-3444
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Contact MeRic Rotolo
Financial Consultant
MB Investment Services
Locations: Beachwood Office, Dublin Office, Mantua Office, Newbury Office, Plain City Office, Powell Office, Solon Office, Sunbury Office, Twinsburg Office, Westerville East Office
Phone: (216) 359-5526
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Contact MeLisa Swango
Financial Consultant
MB Investment Services
Locations: Chardon Office, Cortland Office, Middlefield - West Branch Office, Orwell Office
Phone: (440) 632-3226
Check the background of investment professionals associated with this site on FINRA's BrokerCheck 
.
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 |
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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.