Wealth Management

Plan for what’s important to you with FB Investment Services, a division of Fremont Bank. We help you be financially prepared for tomorrow and preserve your wealth for future generations.

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Wealth Management

Holistic Planning and Asset Management Solutions

However you define financial success, our wealth management professionals are here to help you achieve it. We provide comprehensive trust, investment and financial planning solutions for you to choose products that are the best fit for you.

Wealth Planning
and Investing

Chart the course for your financial future with an LPL Financial Advisor who can help you with planning, college savings plans, tax-efficient investments and more.
 

Trust & Estate
Services

Enjoy peace of mind by protecting your loved ones, safeguarding your assets and directing your legacy.
 

Additional Products

Wealth Management Is Just the Start

Our expertise spans across financial services and we are ready to serve you. Put our knowledge and experience to work and explore our selection of banking and lending services.

Personal Banking

Access exceptional features, convenience and perks.

Small Business

Start or support your business with all the financial services a small business could need.

Home Loans

Take advantage of great rates for purchasing and refinancing.

Check the background of your financial professional on FINRA's BrokerCheck

The financial consultants at FB Investments Services are registered representatives with, and Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Investment Services, A Division of Fremont Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL who offer products and services using FB Investment Services, are also employees of Fremont Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fremont Bank or FB Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT A BANK DEPOSIT NOT GUARANTEED BY THE BANK MAY LOSE VALUE
NOT FDIC-INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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.
 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produceds by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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