YOUR EXPERIENCED FINANCIAL PARTNER IN SPRINGFIELD, MO

Putting You At The Forefront Of Your Greatest Financial Plans

Dedicated to providing you with personalized and comprehensive financial services.

PRIORITIZING you

Integrity in the world of financial planning boils down to a commitment to do what’s best for you, no matter what.

The Wealth & Investment Services Difference

From the very beginning, our priority has been the well-being and needs of our clients, rather than the pursuit of profit. This approach has enabled us to assist our clients in pursuing financial stability and increasing their confidence in managing their money.

At Wealth and Investment Services, we understand that every client has different goals and concerns, which is why we make a point of focusing on you, your family, and your aspirations in order to build and foster a strong partnership.

personalized financial advice

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that grows with you over the years. With over 30 years of experience in the financial industry, we are dedicated to assisting you with your greatest financial plans.

The Wealth and Investment Services team is here to provide personalized guidance as your life and financial goals change over time. You don't have to go through this process alone. Our team of experts takes into account your specific goals, risk tolerance and current financial commitments to offer tailored advice.

YOUR UNIQUE JOURNEY

Personalized guidance to help you manage your expenses and pursue your financial goals.

Start Building Your Future

1.

Let's Talk

We will discuss your current situation as well as your long-term objectives.

2.

Review Your Options

We will work with you to develop a solution that aligns with your unique financial situation.

3.

Follow Your Plan

We will help you stay on track and progress towards your financial goals.

DISCLAIMERS / DISCLOSURES

Your Bank (“Financial Institution”) provides referrals to financial professionals of PL Financial LLC (*LPL”) pursuant to an agreement that allows PL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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. State Bank of Southwest Missouri and Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth and Investment Services, and may also be employees of State Bank of Southwest Missouri. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank of Southwest Missouri and Wealth and Investment Services. 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

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, KS, MN, MO, NC, NY, OH, OK, TX, VA, WA