Invest for the future of yourself and your family with a strategic investment strategy. With a variety of resources and services available, our team can help you make the most of your personal investments. Whether you're an active investor seeking growth - or more concerned about safety and income - LWI Investment Services, Inc., a full service broker, can help you reach your short or long-term goals. Because no two investors are exactly alike, your licensed Financial Advisor understands the importance of working with you on a customized basis to choose investments based on your income, risk tolerance and tax situation. We offer a wide range of investment products and services.

We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track.

Our services and strategies include:

Retirement Planning
Investment Planning
Estate Planning
Education Planning
Insurance
Gifting Strategies
Tax Strategies

Banking Objectives

We protect people's savings and help them make the purchases – from everyday transactions to buying a home – that improve the quality of their lives. We advise people on how to invest for future needs, such as their children's education and their own retirement, and help them buy securities such as stocks and bonds.