BROKERAGE SERVICES
Invest in yourself and your future
CFSB Investments provides brokerage services and is dedicated to helping you better plan and save for your future and beyond.
CFSB Investments advisors are dedicated to building long-term relationships with you to provide the ongoing guidance you need to help work towards both short and long-term goals.
Retirement Planning
College Funding
Estate Planning
Life Insurance
How do I get started?
Our financial advisors are eager to help you meet your goals, whatever they may be. The first step is taking a look at your overall financial picture. You can schedule a no-cost, no-obligation appointment with one of our financial consultants to get started.
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Meet Our Team
Important Information about LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor, and a broker-dealer (Member FINRA / SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Community Financial Services Bank (CFSB) and CFSB Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CFSB Investments, and may be employees of CFSB. These products and services are being offered though LPL or its affiliates, which are separate entities from, and not affiliates of, CFSB or CFSB Investments.
Securities and insurance products 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
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.