Pursuing a Lifetime of Financial Security
Points West Community Bank is proud to partner with Investment Center Advisor Group to help you make strategic financial decisions with your money.
Adam Bott, Financial Advisor
Financial planning, retirement planning, insurance planning, and tax planning. We start with the whole picture to deliver the comprehensive advice you need. And when we can’t provide a service you’ve asked for, we can refer you to trusted local CPA firms and attorneys.
*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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investments
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Financial Planning
Retirement Plans
Tax Strategies
401(k) Planning
403(b) Planning
529 College Plans
Estate Strategies
Insurance
Disability Income Insurance
Life Insurance
Long-Term-Care
Talk to an Advisor
Send us a message and we’ll have an advisor get back to you.
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 & Investment Center Advisor Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL 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 of entities from, and not affiliates of, Points West Community Bank. 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 site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MN, MO, MT, ND, NE, NM, NV, OH, OK, SC, SD, TX, VT, WA, WI.
Note: The FDIC & Equal Housing Lender Logos at the bottom of our page DO NOT pertain to investment services. The FDIC & Equal Housing Lender Logos cannot be removed from the bottom of this page, and that is why Points West Community Bank has clearly stated that these investment services are not FDIC insured.