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 service to help you achieve your goals.
To learn more, please visit our website: cfigadvisors.com
765-456-4341
Senior Vice President
CERTIFIED FINANCIAL PLANNER™ CFP ® professional
Series 7, 24, 66 held through LPL Financial
Life & Health Insurance, Long Term Care Insurance
765-456-4278
Vice President
LPL Investment Advisor RepresentativeAccredited Investment Fiduciary (AIF)
Series 7, 63, 65 held through LPL Financial
Life & Health Insurance, Long Term Care Insurance
765-456-4340
Investment Department Manager
Series 7, 66 held through LPL Financial
Life & Health Insurance
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. 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 insurance offered through LPL or its affiliates are:
Not FDIC Insured by FDIC or any Other Government Agency
Not Bank Deposits or Obligations ency
Not Bank Guaranteed
May Lose Value
The following site is independent from Community First Bank of Indiana. The bank does not control the linked site.
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