EEB Wealth Management
Investing in your future,
supporting our community
Planning for a better tomorrow starts today. With EEB Wealth Management’s robust suite of investment options, we can help you create a customized strategy that fits your needs and helps you pursue your short-term and long-term goals while maintaining a level of risk you are comfortable with.
Whatever your goal, we’re here to help you find the right investment strategy.
- Retirement Planning
- Comprehensive Financial Planning
- Estate Preservation Strategies
- Risk Management
- College Savings Plans
- Stocks & Bonds
- Insurance Solutions
- And more
Investing with EEB Wealth Management
At EEB Wealth Management, we provide our clients with three essential tools for financial independence:
A clear understanding of your financial goals
A well-defined plan to pursue those goals
Ongoing guidance to adjust your plan as your needs evolve
IMPORTANT CONSUMER INFORMATION:
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Insurance products are offered through LPL or its licensed affiliates. Evertrend Equals Bank and EEB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using EEB Wealth Management, and may also be employees of Evertrend Equals Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Evertrend Equals Bank or EEB Wealth Management. 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 |
Your Bank (“Evertrend Equals Bank”) 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 advisory services.
The LPL Financial registered representative(s) 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.
