MCB Investment Services
Our financial advisors strive to develop comprehensive long-term investment and insurance strategies to work towards meeting your needs. Most of our clients are professionals who don’t have time to take care of their own finances but want someone they can trust to make sure they are on the right track with their retirement savings, taxable investment accounts and insurance coverage.
We help our clients in the following areas:
- Retirement plan asset allocation
- Investment strategies (taxable and tax deferred)
- Financial Planning
- Insurance coverage: Life, disability and long-term care
To schedule a meeting or discuss your specific needs, please call one of our financial advisors:
| Todd Jones, CFP 121 Boone Ridge Rd., Stuite 1002 Johnson City, TN 37615 (423) 232-5017 |
Stephanie Larkin 2657 West Andrew Johnson Hwy. Morristown, TN 377814 (423) 586-8956 |
Securities, Investment Advisory Services and Insurance products are offered through LPL Financial and its affiliates, a registered investment advisor, Member FINRA/SIPC.
| Not FDIC Insured | Not Bank Guarantee | May Lose Value |
| Not a Bank Deposit | Not Insured by any Federal Government Agency | |
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Virginia and South Carolina.