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TFB Investment Services

 

Wealth Management Page

TFB Investment Services offers access to investment services through LPL Financial. Our Financial Consultants will work with you to develop a thorough understanding of your goals, time horizon, and risk tolerance and then make and monitor recommendations. Through LPL, we offer access to advisory and brokerage accounts, retirement plans, fixed income strategies, college savings plans, stocks, bonds, mutual fund, annuities and insurance products. Driven by your individual needs, our Financial Consultants will put together a customized portfolio design to help you work towards achieving your goals and objectives.

Our Process

  • Understand your short- and-long-term objectives
  • Develop and implement financial strategies
  • Help you monitor your portfolio
  • Make changes, as needed, to respond to the market movement and economic trends.
  • Manage accounts

Are you ready to start planning for the future? Our Financial Consultants are ready to help!

Brokerage Services Login

 

 

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. The Fauquier Bank and TFB Wealth Management are not registered broker-dealers or investment advisor. Registered representatives of LPL offer products and services using TFB Wealth Management, and may also be employees of The Fauquier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Fauquier Bank or TFB Wealth Management. Securities and insurance offered through LPL or its affiliates are: BrokerCheck

 

Wealth Management Disclaimer

 

 

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