Logix Financial Services

Manage Wealth

Investment Advice You Can Count On

Enjoy the confidence that can potentially come from professional investment advice and advisors known for service and integrity. Our Financial Consultants will partner with you to create and manage your personal investment and retirement plan. We can help you with:

  • Guaranteed Lifetime Income Programs
  • Legacy Planning
  • Retirement Planning
  • 401(k) and 403(b) rollover options
  • Tax-Advantaged College Funding
  • Tax Reduction Strategies
  • Comprehensive Personal Financial Reviews
  • Life Insurance Cost and Beneficiary Analysis 

And much more

Investment Management and Access to Advisory Services

Building an investment portfolio is not the place to go it alone. Instead of costly experiments, consider fee-based asset management programs under the direction of our financial professionals. We offer competitive, flexible strategies tailored to your investment objectives.

Through LPL Financial, we offer the following investment products:

  • Mutual funds
  • Annuities
  • Tax-advantaged and tax-deferred alternatives
  • Common stock
  • Bonds
  • IRAs
  • 529 College Savings Plans

Call (800) 553-3707 to make an appointment with a Financial Consultant at a branch near you.

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(800) 553-3707


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