To assist you with planning your financial strategy The Middlefield Banking Company has formed a unique relationship with LPL Financial. Through this relationship, you have access to a full range of financial options, including financial needs analysis, mutual funds, annuities, life insurance and more.
The Financial Consultant, Tom Hart, is available to help you understand your financial options or answer questions about how your investments are performing. As your financial situation changes, he can also help you review your portfolio and suggest areas that may need adjustment.
Whether your objectives are growth, safety, or income, The Middlefield Banking Company and LPL Financial are committed to helping you address them. Take a few moments to speak with the LPL Financial representative, Thomas Hart, and learn more. In many cases, the first step is often the hardest. Investment decisions do not have to be difficult or intimidating. Let Tom show you how easy, convenient, and rewarding investing can be.
LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
We provide the above links to the LPL Financial web sites as a convenience to our visitors. The Middlefield Banking Company does not guarantee the quality or services provided by LPL Financial or any other web sites visited. By selecting these links, you will be leaving The Middlefield Banking Company website. The Middlefield Banking Company does not necessarily endorse the views expressed or concur with the facts presented on these sites. Furthermore, The Middlefield Banking Company does not endorse any commercial products or services that may be mentioned on these sites.