Our vision at FB Investment Services is to provide our clients superior financial strategies, comprehensive products and an unparalleled service experience.
The partnership you have with Fremont Bank extends to FB Investment Services through our broker dealer1.
Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive financial plan, we’re here to help.
Our Financial Advisors can provide you individualized service, and is here to work directly with clients like you. Not all reps are 65/66 licensed.
- Reviewing Your Current Financial Plan
- Retirement Planning
- IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
- Tax Efficient Investments†
- Retirement Income Strategies
- Education Funding
- Life and Long Term Care Insurance
Contact us today at (800)400-7067 to schedule a complimentary, no-obligation appointment.
To learn more about our investment and financial planning services, visit us on our FB Investment Services website.
1 Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Investment Services, a Division of Fremont Bank, are not registered broker/dealers and are not affiliated with LPL Financial.
†For specific tax advice, please consult a qualified tax professional.
Investment and Insurance Products offered through LPL Financial are:
|NOT A BANK DEPOSIT
||NOT GUARANTEED BY THE BANK
||MAY LOSE VALUE
||NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY