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Investment Services

Investment products and services for every stage of life and all financial circumstances.

Our dedication is firmly rooted in our goal to provide high-quality financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

 


Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including:

  • Individual Stocks/Bonds
  • Mutual Funds
  • Variable and Fixed Annuities
  • Alternative Investments
  • Life Insurance
  • Retirement Planning
  • Pension/401(k) Rollover Planning & Management
  • Income Strategies
  • Investment Portfolio Analysis
  • Estate Planning
  • Investment Advice
  • College Planning
  • Business Retirement Accounts
  • Business Succession Planning

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. PyraMax Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured PyraMax Bank deposits and are not FDIC insured. These products are not obligations of the PyraMax Bank and are not endorsed, recommended or guaranteed by PyraMax Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of Wisconsin

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

Please Note: By clicking on this link, you will be leaving PyraMaxBank.com. PyraMax Bank is not responsible for any content within this website. Third party websites may have privacy and security policies different from PyraMax Bank. Please review the privacy and security policies of websites reached through links from the PyraMax Bank website.


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