Peoples Investment Center is here to help you identify your own personal goals and develop an individualized plan to attain those goals. We can provide guidance, whether your objectives are to save for retirement, save for a college education, minimize your taxes, protect your wealth, or invest in the future.
We offer you a broad range of products and services to assist you in reaching your goals.
- Retirement Planning
- Traditional & Roth IRA’s
- College Savings Plans
- 529 Plans
- Small Business Retirement Plans
- Simple and SEP IRA’s
- 401K and Profit Sharing Plans
- Asset Allocation
- Portfolio Review
- Mutual Funds
- Variable Annuities
- Exchange Traded Funds
Insurance Products – to manage your risks and protect your assets.
- Life Insurance
- Disability Insurance
- Fixed Annuities
- Long Term Care Insurance
We are committed to offering advice and products that are in YOUR best interest and will meet YOUR specific needs.
Securities offerred through IBA Securities, a division of Broker Dealer Financial Services Corp. Member FINRA & SIPC. Investment products are not FDIC insured, not a bank deposit, not guaranteed by the bank or any US Government Agency and principal may lose value.