Locate a branch

Brokerage Services

Full Service - LPL Financial Products & Services

Font Size 

Through our relationship with LPL Financial, we are able to provide access to a broad range of investment and brokerage services. The experienced LPL Financial team will assist you in preparing a strategic financial plan that is tailored to address your needs and expectations. They'll explain what to expect from your investments and help you decide what level of risk you are comfortable with.

Our services include:

  • 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
  • Contact us for more information about services not listed

Open An LPL Financial Account Today!

Call an Investment Consultant today at 1.888.801.1666 to open an account or to learn more about our services, you can also complete the information request form, and we will contact you.

View Your Accounts Online

With a full service brokerage account at LPL Financial, you can view your account portfolio online anytime. There is no fee for this online service. To setup your LPL Financial account online, complete the LPL Financial Internet Agreement and Activation form. Once your LPL Financial account has been setup for online access, you will receive an e-mail with instructions on how to access your account.

Mail the form to:

The Middlefield Banking Company
Attn: Thomas Hart
15985 East High Street
P.O. Box 35
Middlefield, OH 44062

LPL Financial Consultant
Thomas Hart
440.632.3444 (DL)
15985 E. High Street
Middlefield, OH 44062
LPL Financial Consultant
Lisa Swango
440.632.3226 (DL)
15985 E. High Street
Middlefield, OH 44062
LPL Financial Consultant
Ric Rotolo
216.359.5526 (DL)
25201 Chagrin Boulevard
Suite 120
Beachwood, OH 44122

Check the background of investment professionals associated with this site on FINRA's Broker Check.

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.

Not FDIC Insured Not Bank Guaranteed May Lose Value Not Insured By Any
Federal Government Agency
Not A Bank Deposit

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.

Central Ohio Northeast Ohio