Whether you are just starting to invest, thinking about retirement, or need to review your current investment strategy, we will help you prioritize your goals and develop an appropriate approach tailored to your situation.
We provide a broad range of investment products and services to help you pursue your goals.
To learn more, please visit our website: cfigadvisors.com
LPL Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Series 7, 24, 66 held through LPL Financial
Life & Health Insurance, Long Term Care Insurance
LPL Financial Advisor
Certified Plan Fiduciary Advisor®
Series 7, 63, 65, 26 held through LPL Financial
Life & Health Insurance
Program Manager
Series 7, 66 held through LPL Financial
Life & Health Insurance
LPL Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Series 7, 24, 66 held through LPL Financial
Life & Health Insurance, Long Term Care Insurance
LPL Financial Advisor
Accredited Investment Fiduciary®
Series 7, 63, 65 held through LPL Financial
Life & Health Insurance, Long Term Care Insurance
LPL Financial Advisor
Certified Plan Fiduciary Advisor®
Series 7, 63, 65, 26 held through LPL Financial
Life & Health Insurance
Program Manager
Series 7, 66 held through LPL Financial
Life & Health Insurance
Community First Bank of Indiana provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Community First Bank of Indiana for these referrals. This creates an incentive for Community First Bank of Indiana to make these referrals, resulting in a conflict of interest. Community First Bank of Indiana is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, FL, IN, MI, MN, NC, NY, SC, TN, TX, VA, WI.
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. Community First Bank and Community First Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Group, and may also be employees of Community First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Bank or Community First Investment Group.
Securities and insurance offered through LPL or its affiliates are:
Not FDIC Insured by FDIC or any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
Bank NMLS: 614034
Routing Number : 074914407
