A Full Suite of Brokerage Services

Financial Planning

Work with an exceptionally qualified team to help you address your strategic financial goals. We can help you project future financial results and allocate resources through our systematic and efficient financial planning process.

Speak with a Two Rivers Investment Services planning expert about what’s on your mind.

Investment Accounts

Reaching investment account goals requires personalized, professional guidance and an investment strategy unique to you. Through meaningful and open communication as well as hard work, we can help you invest wisely.

Together, we can identify and prioritize your short and long-term goals and develop strategies to address them. Let’s meet for an in-depth discussion of your present situation and investment objectives.

Retirement Plans

A retirement plan is something you create and then nurture up to, and throughout, retirement. A plan helps you realize retirement dreams as well as fulfill financial intentions you may have for others.

Without at least a basic plan for achieving retirement goals, your path to reaching them becomes more difficult, and potentially, riskier. If you’re not sure where to start, let’s talk. There are many different ways our trusted professionals can guide you as you pursue your retirement goals.

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. Two Rivers Bank & Trust and Two Rivers Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Two Rivers Investment Services and may also be employees of Two Rivers Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Two Rivers Bank & Trust or Two Rivers 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

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

LPL Financial Privacy Policy

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.