Whether it is planning a successful retirement, taking advantage of tax-deferred investments or developing a comprehensive estate plan, LPL Financial, located at Palos Bank and Trust, offers access to quality investment selection combined with personal guidance and objective advice. We specialize in helping our clients work toward their financial goals. Through an investment strategy designed to help meet your needs, we can help you determine whether you are saving enough money to reach all your important financial objectives. Christopher M. O'Gara, Financial Consultant, is committed to putting service and quality objective advice first and provides financial services in a variety of areas: | • | Retirement planning - to design an investment strategy to help you meet all of your retirement goals | | | • | College planning - long-term planning to ensure you're ready when your children are | | | • | Tax-advantaged investing - to reduce your tax liability and let more of your money work for you | | | • | Estate planning - for preservation of wealth from generation to generation |
LPL Financial, conveniently located inside Palos Bank and Trust, provides you with one-stop shopping for all your financial needs. By keeping client objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, LPL Financial maintains a constant commitment to putting service first. | • | Individual stocks - to provide you with added long-term potential | | | • | Individual bonds - to provide a foundation for your portfolio | | | • | Mutual funds | | | • | Variable and fixed annuities |
LPL Financial Located at Palos Bank and Trust Christopher M. O'Gara Financial Consultant 12600 S. Harlem Palos Heights, IL 60463 Phone (708) 361-3201 Fax (708) 448-9125 e-mail: christopher.ogara@LPL.com www.lpl.com/christopher.ogara Securities and Insurance Products offered through LPL Financial Member FINRA/SIPC • Not FDIC Insured • No Bank Guarantee • Not a Deposit • May Lose Value • Not Insured by Any Federal Government Agency
Palos Bank and Trust is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, IL, IN, MI, MO, NM, NV, OH, TX, WI. |