Skip to Content
Close Icon

Beachwood Office (888) 801-1666 Open Geo Locator

Your Preferred Branch

Beachwood Change Location

25201 Chagrin Boulevard
Suite 120
Beachwood, OH 44122

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

View Driving Directions

Change Preferred Branch

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

  • Garrettsville Office
    8058 State Street - Garrettsville

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

  • Lake County Loan Production Office
    8373 Mentor Avenue - Mentor

  • Mantua Office
    10691 Main Street P.O. Box 648 - Mantua

  • Marysville Office
    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

  • 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

Contact Us
Online Banking Login

Insurance Services

Home Investments Insurance


Feeling financially secure is about more than living your dreams. It’s also about being prepared when things go wrong.

Through MB Investment Services' life and long-term care insurance offerings, we help you be prepared for the unpleasant so you can focus more on living your life to the fullest.

Term and Permanent Life Insurance

Our insurance professionals can walk you through the various types of life insurance we offer and the pros and cons of each

  • Term Life
  • Permanent Life
  • Whole Life
  • Universal Life
  • Irrevocable Life Insurance Trust (ILIT)
  • 1035 Exchange

This material contains only general descriptions and is not a solicitation to sell any insurance product or security. For information about specific insurance needs or situations, contact your insurance agent. This article is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs.

Long-Term Care Insurance

Long-term care insurance helps protect you and your family. If you have a degenerative condition, suffer a prolonged illness or any condition that requires comprehensive care, long-term care insurance helps cover the cost of your care.

As people live longer, financial security becomes more important. The chances of living in a nursing home or long-term care facility for a period of time also increase with age. While Medicare and Medicaid are suited for shorter stays, long-term insurance is ideal for stays that can incur a bill of $100,000 or more.

contact IconOnline Banking img

Info Request


Start a conversation!

online banking img
Start a conversation!

Who should consider long-term care insurance?

Individuals age 50-70 who are relatively healthy with assets worth preserving.

Individuals with a family history of Alzheimer’s, Parkinson’s or cancer.

Those who come from families with a history of living to an old age.


MB Investment Services' professionals can help start the conversation about long-term care insurance, as well as help you identify what to look for in a policy.

Contact us today to set up an appointment with one of our professionals, or contact them directly using the information found here.

  • Tom Hart

    Tom Hart

    Financial Consultant

    MB Investment Services

    Locations: Cortland Office, Garrettsville Office, Middlefield - Main Branch Office, Orwell Office

    Phone: (440) 632-3444

    Contact Me
  • Jennifer Pazicni

    Jennifer Pazicni

    Financial Consultant

    MB Investment Services

    Locations: Chardon Office, Middlefield - Main Branch Office, Middlefield - West Branch Office

    Phone: (440) 632-8178

    Contact Me
  • Bruce Roby

    Bruce Roby

    Financial Consultant

    MB Investment Services

    Locations: Dublin Office, Kenton Office, Marysville Office, Plain City Office, Powell Office, Sunbury Office, Westerville Office

    Phone: (614) 330-5177

    Contact Me
  • Ric Rotolo

    Ric 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 Office

    Phone: (216) 359-5526

    Contact Me


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

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 for more detailed information.