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Investment Products

Getting to know you drives everything we do. Understanding your hopes, dreams, goals, concerns, fears, time horizon and more is how we make your investing experience meaningful and rewarding.

  • Do you need a little assistance or a lot of help?
  • Are you investing for retirement or a college education or something else?
  • Do you understand the potential rewards of risk or is safety of principal your ultimate concern?
  • Are you investing for 5 years or 20 years?
  • Are taxes a primary concern or growth of assets...or both?

Once we know these things and much more about you, investing becomes simple. With your input, the pieces of the puzzle come together as we select the proper investments to make your picture complete. We can pick from:

  • Stocks
  • Bonds
  • ETFs
  • Mutual funds
  • 529 plans
  • Deferred annuities (fixed or variable)
  • Income annuities (fixed or variable)
  • Insurance (Life, Long-Term Care and Disability)

Yes, it can be puzzling...but it doesn't have to be.

Call 1-800-446-5073 to discover strategies that may be right for you.

Find a Consultant

Find a Consultant

Have you ever thought, "If I could just talk to someone..." You can! We have experienced consultants located near you. Call, click or come in today!

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Life Events

When you encounter life's crossroads, sometimes you want a fresh perspective. We are with you every step of the way.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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 Trust Bank and Community Trust Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Community Trust Financial Services, and may also be employees of Community Trust Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Community Trust Bank or Community Trust Financial Services. Securities and insurance 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.

 

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