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Eaton Fed

Eaton Financial Services

Practical guidance for sensible investing.

Seeing into the future is impossible, but planning for it doesn’t have to be. Our LPL Financial Investment Team helps you seek to grow your money and prepare for your future, offering accounts and services that suit you no matter where you find yourself in life.

Meet our LPL Financial Investment Team

Lance Roe, Sr. RICP®
Sr. Financial Consultant
Contact Lance by phone at 866-699-3372

Stephanie Lamas
Financial Services Assistant
Contact Stephanie by phone at 517-213-7121

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Our LPL Financial Investment Team provides investment and insurance advice for you, your family, business, retirement, and estate planning needs. However, please note that we do not provide legal or tax advice. Consult your legal and/or tax advisor.

 

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Eaton Community Bank and Eaton Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Eaton Financial Services, and may also be employees of Eaton Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eaton Community Bank or Eaton Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

 

Eaton Community Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https:www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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