Products & Services

Through the auspices of LPL Financial, the financial services team at MCB Investment Services focuses on four principal areas: Investments, Retirement Plan Consulting Services, Insurance and Financial Planning.


Fee-based Investment Management Accounts consisting of:

Individual stocks, stock mutual funds and stock exchange traded funds
Individual bonds, bond mutual funds and fixed income exchange traded funds
Traditional, Roth, and Simple IRA’s
529 college funding plans

Retirement Plan Consulting Services

Retirement Plan Consulting Services including:

ERISA § 3(21) and § 3(38) fiduciary services
401(k) and 403(b) plan design review and search services
Investment committee support and guidance
Participant education and newsletters


Life insurance for individuals, groups or estate planning strategies
Disability insurance
Traditional and hybrid long-term care insurance

Financial Planning

Comprehensive financial planning
Planning for specific goals or events

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Market/Economic Outlook

Financial Resources

401(k) Fiduciary Resources / Retirement Resources