INVESTMENT
Through our partnership with LPL Financial, we offer
our customers access to professional investment services tailored
to fit individual investment goals.
- 401-K Rollovers & Reviews
- 529 College Savings Plan
- Mutual Funds
- Stocks & Bonds
- IRAs
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Tax Exempt Investments
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Portfolio Evaluations
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Retirement Planning
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Life Insurance & Reviews
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Tax Deferred Annuities
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Already have a plan? Consider a review to verify or update it.
Call today to schedule an appointment.
Rowena
Ruff
Financial Consultant
Traditional Financial Services
3720 Palomar Centre Drive
Lexington, KY 40513
859-296-0000 ph
859-296-5511 fax
rowena.ruff@lpl.com
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Joel
Godby
Financial Consultant
Traditional Financial Services
49 West Main Street
Mt. Sterling, KY 40353
859-497-8671 ph
859-498-0643 fax
joel.godby@lpl.com
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Note: Financial Advisors of Traditional Financial Services are Registered Representatives with, and
Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates,
Member FINRA/SIPC. Traditional Bank and Traditional Financial Services
are not registered broker/dealers nor are they affiliated
with LPL Financial. LPL Branch Office located at
49 W. Main Street, Mt. Sterling, KY. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment
Advisor.
FINRA (www.FINRA.org) SIPC (www.sipc.org)
This site is designed for U.S. residents only. The services offered
within this site are offered exclusively through our U.S.
registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states
for which they are properly registered. Please note that not all of the investments and services are available in every state.
| Not FDIC Insured |
Not
Bank Guaranteed |
May Lose Value |
| Not
Guaranteed by any Government Agency |
Not
a Bank Deposit |
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