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 today’s 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
- Mutual Funds
- Fixed & Variable Annuities
- Tax Favored Investments
- Money Market Funds
- Common & Preferred Stock
- Municipal & Corporate Bonds
- Brokered Certificates of Deposit
Retirement Planning
- 401(K) – SIMPLE – SEP – TSA
- Profit Sharing / Money Purchase Plans
- IRA (Traditional, Roth & Education)
- IRA Rollovers & Transfers
- Distribution and Contribution Planning
Insurance (Personal and Business)
- Life Insurance: Term, Whole Life, Universal and Variable Life
- Key-Man Insurance, Buy-Sell Funding
- Long Term Care Insurance
To contact an LPL Financial Consultant call 360-866-2345, extension 405 or Email.
Securities and insurance products offered through LPL FINANCIAL CORPORATION, A Registered Investment Advisor, Member FINRA/SIPC.
Not FDIC Insured • No Bank Guarantee • May Lose Value • Not Insured by any Federal Government Agency • Not a Deposit
