Investment Services
Valley Bank is pleased to provide our customers
with access to additional options in planning for
their financial future.
Through a brokerage affiliate agreement with LPL FINANCIAL CORPORATION,
Valley Bank customers have access to an experienced Financial Consultant
dedicated solely to serving our bank offices in Pierce and
South King County. And best of all, appointments are
available at your
local bank office.
Establishing a relationship with a professional financial consultant can
be a great way to take advantage of todays
investment alternatives. Brian Kerrigan is a financial professional, trained to have an in-depth
understanding of the financial markets, while maintaining the highest
level of integrity and respect when dealing with clients.
An investment professional will provide a custom-tailored plan to help
pursue your financial goals and establish a relationship based upon
mutual respect and trust.
Investment Services
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Mutual Funds |
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Fixed & Variable Annuities |
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Tax Favored Investments |
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Money Market Funds |
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Common & Preferred Stock |
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Municipal & Corporate Bonds |
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Brokered Certificates of Deposit Retirement Planning |
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401(K) SIMPLE SEP TSA |
|
Profit Sharing / Money Purchase Plans |
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IRA (Traditional, Roth & Education) |
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IRA Rollovers & Transfers |
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Distribution and Contribution Planning Insurance (Personal and Business) |
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Life Insurance: Term, Whole Life, Universal and Variable Life |
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Key-Man Insurance, Buy-Sell Funding |
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Long Term Care Insurance To contact an LPL Financial Consultant
call 360-866-2345, extension 305. |
