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WEALTH MANAGEMENT SERVICES

FreedomBank's Investment Center provides full service financial planning and brokerage services to enable customers to purchase stocks, bonds and mutual funds and obtain investment advice, through a single source located conveniently in the bank.

Advisory relationships differ from client to client. There is no one-size-fits all approach that can be taken as a fiduciary. Lesa works with her clients to understand their needs and goals, will work with them to establish objective-based portfolios, and continue to provide ongoing financial strategy management.

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Some of the wealth management services include, but are not limited to:

INSURANCE

FreedomBank offers a full range of insurance products at competitive rates. We provide the following types of insurance (individual and groups):

Insurance and Brokerage/Securities products offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. FreedomBank and Cambridge are not affiliated. Federal and state regulators prohibit registered persons from soliciting, offering and/or selling any investment product or services unless they are properly registered and licensed in each state jurisdiction. Not all products and services referenced on this site are available in every state and may not be available through every representative listed. Neither Cambridge or its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.
www.FINRA.org | www.SIPC.org
Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org.

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