Pursuing a lifetime of financial independence

Working towards financial freedom, Points West Community Bank is proud to partner with Investment Center Advisor Group to help you make informed financial decisions with your money.

"Knowledge and experience go a long way when you are stewarding people's hard-earned money."

 

KEVIN DUNNIGAN, MBA, CFP®CERTIFIED FINANCIAL PLANNER™ Professional

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Here to help you plan for whatever lies ahead.

Investment Center Advisor Group offers financial, retirement, insurance and tax planning. Their advisors start with the whole picture to deliver the comprehensive advice you need. If they can’t provide the services you’ve asked for, Investment Center Advisor Group can refer you to trusted CPA firms and attorneys to help. Get in touch today for your free one-on-one investment consultation.

You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax or legal services. These entities and their services are not affiliated with LPL Financial.

Investments and Financial Planning

It’s never too early to start planning for retirement. Learn more about the investment, financial, and insurance services we are now offering for Points West Community Bank customers through our partnership with Investment Center Advisor Group and take advantage of your complimentary portfolio review.

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Investment Center Advisor Group’s Services

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • 529 College Plans

Financial Planning

  • Retirement Plans
  • Tax Strategies
  • 401(k) Planning
  • 403(b) Planning
  • Estate Strategies

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care

Contact Investment Center Advisory Group

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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. Points West Community Bank and Investment Center Advisor Group are not registered as a broker-dealer or investment advisor. Registered representatives of Investment Center Advisor Group offer products and services using Investment Center Advisor Group, and may also be employees of Points West Community Bank. These products and services are being offered through Investment Center Advisor Group or its affiliates, which are separate entities from, and not affiliates of, Points West Community Bank or Investment Center Advisor Group. 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 representative(s) 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.