Old Financial Trust Investment Services is here to assist you. No matter your age, income, or goals, it always makes sense to start planning as soon as possible.
Why Old Financial Trust Investment Services?
By understanding your investment needs and timeline, we can help you establish realistic expectations while providing access to the investment products that make sense for your specific situation. We make every effort to build one-on-one relationships in order to understand your specific needs and circumstances.
Our investment philosophy and principles are simple; we are here to assist you by doing what is in your best interest. Review our Products and Services Available and contact us to set up an informational meeting.
Products and Services
- Brokered CDs
- Corporate Bonds
- Disability Insurance
- Exchange Traded Funds
- 529 College Savings Plan
- 403(b) Plans
- Load Mutual Funds
- Municipal Bonds
- Online Account Access
- Retirement Income Planning
- ROTH IRAs
- Stocks
- Traditional IRAs
- US Treasuries
- Variable Life Insurance
- Complimentary Portfolio Reviews
- Disability Income Planning
- Estate Planning
- Fixed Annuities
- 401(k) Plans
- 457(b) Plans
- Long Term Care Insurance
- No Load Mutual Funds
- REITs
- Retirement Plan Rollovers
- Self-directed IRAs
- Term Life Insurance
- Trust Services
- Variable Annuities
- Whole Life Insurance
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit
Not Insured by any Federal Government Agency
Old Financial Trust is not a broker/dealer and is not affiliated with LPL Financial. The LPL Financial Representative associated with this site may only discuss and /or transact securities business with residents in the states of Missouri, Illinois, and Arkansas. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial.