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Peoples Investments - LPL Financial Advisors

Investment and Planning Services

We've all got dreams. And we've all heard the concerns about Social Security. One of the few things we can count on for our future economic well-being is ourselves. But with all the options available, finding a trusted financial consultant could be one of the most important decisions you'll make.

Our Services

As a full-service investment management office, we offer clients access to an assortment of quality, non-proprietary investments and services, including:

Retirement Planning
Everyone has a dream. Work with us to design an investment strategy to help you pursue your retirement goals.

Estate Planning
Aim to protect what you have earned and plan to seek preservation of wealth from generation to generation.

Investment Portfolio Analysis
Stay informed about how your investments are performing, and be equipped to make adjustments and act on new opportunities.

Insurance Planning
Plan for your future with life, disability and long-term care insurance and feel confident that you and your heirs are well cared-for.

College Planning
Time flies. Plan now to ensure you’re ready when your children are.

Annual Portfolio Review
An annual review of your holdings helps ensure you stay on track with your goals.

About Peoples Investments

Peoples Investments offers access to products and services offered by LPL Financial. LPL Financial offers access to all facets of investing products and services including but not limited to mutual funds, stocks, bonds, treasuries and portfolio evaluation.

Peoples Investments located at Peoples Bank is designed to assist you in fully integrating all your financial activities into one convenient location.

LPL Financial prides itself on offering access to non-proprietary products only. This helps ensure objectivity in the recommendations made by LPL Financial representatives.

Need Help?

Our LPL Financial Advisors are only an email or phone call away.

Customer Support is available:

  • Mon - Fri: 8 am to 5 pm
  • (360) 392-2960
  • Email Us

Business Investments

Learn more about our business investment and planning services.

Business Investments

Meet our Advisors

Learn about our team and put their experience to work for you!

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Calculate Scenarios

Investment and retirement calculators can help you get started.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Investments, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Peoples Bank or Peoples Investments. Securities and insurance offered through LPL or its affiliates are:

Enhanced Bank Disclosure

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.