LPL Financial
Investments
LPL FINANCIAL
Investment Services
You have your dreams. We’re here to ensure you have the appropriate investment strategy to make them possible.
Explore our solutions
Retirement
Whether you’re a business owner or addressing your personal needs, we’ll help you prepare for retirement.
Get ready for retirement
Brokerage
A diversified financial plan may be provided by a local, full-service brokerage capable of strategic financial planning.
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.
Insurance
We will help you pursue your goals when it comes to ensuring the financial well-being of you and your loved ones.
Info Request
We get it: investments and financial planning are complex. Let us help you find clarity and focus on your life.
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Contact MeTom Hart
Financial Consultant
MB Investment Services
Location: Middlefield - Main Branch Office
Phone: (440) 632-3444
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Contact MeRic Rotolo
Financial Consultant
MB Investment Services
Location: Beachwood Office
Phone: (216) 359-5526
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Contact MeLisa Swango
Financial Consultant
MB Investment Services
Location: Middlefield - Main Branch Office
Phone: (440) 632-3226
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured By Any | Not A Bank Deposit |
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Check the background of investment professionals associated with this site on FINRA's BrokerCheck 
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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.