Community Investment Center
Taking care of yourself financially is a serious issue for most people today. Planning for future financial needs, whether for a college fund for your children or a retirement account for yourself, has become more important than ever. Unfortunately, not all of us have the ability or know how to make good, sound investment decisions.
Many times, finding someone who can help can be the most difficult part of investing. We recognize there is a need for someone with a strong investment background who is available to offer sound financial guidance - someone who can quantify your financial objectives and identify those products suitable for your individual needs.
We are pleased to offer products and services through LPL Financial, including:
- Asset Management
- Brokerage Services
- Trust Services
- Financial Planning
- Retirement Plan Rollovers from former employers
- 529 Plans
- Insurance Products
- Business Services including retirement plan setup and administration
The Community Investment Center is located at each of the Bank's four locations. To schedule your appointment, please contact us at (630) 545-4375.
Securities and Insurance Products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Community Bank – Wheaton/Glen Ellyn and Community Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.
Advisory Services offered through LPL Financial, a registered investment advisor.
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value
- Not a Deposit
- Not Insured by any Federal Government Agency
