Investment Services

FAQs

LPL Financial

Through a relationship with LPL Financial, Asheville Savings Bank provides access to a full array of investment services for individuals and businesses. The nation’s largest independent broker/dealer*, LPL Financial does not offer any proprietary products, so your advisor can offer you truly objective, conflict free advice to help you pursue your individual financial goals.

You have worked hard to build a financially secure future for you and your family. We can help you develop an investment plan or manage and preserve accumulated wealth for your benefit, the benefit of future generations or your business.

Financial Services available through LPL Financial include the following:

  • Complimentary, Custom Financial Plans
  • Mutual Funds, Stocks, Bonds and Tax Deferred Annuities
  • Retirement Planning - IRAs, Qualified plans
  • Insurance Services – Term, Whole and Variable Life Insurance and Long Term Care
  • Trust Services offered through The Private Trust Company, NA., and an affiliate of LPL Financial
  • Advisory Services
  • Buy/Sell Agreements
  • Estate Planning
  • REIT’s
  • Online Account View

Financial Consultants are available to schedule appointments at any of our Banking Centers. For more information about LPL Financial, visit www.lpl.com or call 1-800-222-3230, ext 8441 to speak with a Financial Consultant.

Login to LPL Account View

Scott Foster Joanne Bear Olivia Gash

Scott Foster

Financial Consultant
828-250-7041
800-222-3230, ext 7041 Toll Free
Mobile 828-734-4205

Joanne Bear

Financial Consultant
828-250-8432
800-222-3230, ext 8432 Toll Free
Mobile 828-329-8405

Olivia Gash

Administrative Assistant
828-250-8441
1-800-222-3230, ext 8441 Toll Free

For more information about working with an LPL Financial Consultant, visit LPL Financial.com.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Asheville Savings Bank deposits and are not FDIC Insured. These products are not obligations of Asheville Savings Bank and are not endorsed, recommended or guaranteed by Asheville Savings Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and principal loss is possible. Asheville Savings Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, IA, MI, MN, MO, NC, NY

 

*As reported in Financial Planning Magazine 1996-2014, based on total revenues.

 

 
 

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For general inquiries contact us at:
800.222.3230  |    |  PO Box 652, Asheville, NC 28802

Copyright 2014 Asheville Savings Bank