LANB Investment Group is a diverse and specialized group of professionals available to assist you with all of your financial needs and goals. We provide objective investment advice, create individualized portfolios, and assist you in developing and implementing customized solutions to work toward meeting your financial and investment objectives.
Our professional advisors take the time to listen to your needs, review your assets, understand your goals, and help you make informed, intelligent choices. Our philosophy is to provide simple strategies to complex financial problems using clear concise methods of communication, delivered by our experienced advisors and staff.
Meet our investment team » Here are some of the products and services we provide. If you would like to discuss one of these options or something other than what is listed, please contact us:
Complimentary Portfolio Review Retirement Plan Rollovers Retirement Planning Traditional IRAs ROTH IRAs Portfolio Management Stocks Mutual funds 529 College Savings Plans 401(k) Plans 403(b) Plans
Fixed Annuities Variable Annuities Direct Investments Insurance Review Life and Disability Insurance Long-term Care Insurance Bonds Treasury Bills REITs Tax Advantaged Investments
For more information on the LANB Investment Group and our services, please call (505) 661-4440 to contact one of our professional representatives.
Securities and Insurance products offered through LPL Financial and its affiliates.Member FINRA/SIPC Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Bank Deposit Not Insured by Any Federal Government Agency Financial Advisors of the LANB Investment Group are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC and a SEC registered investment advisor. Los Alamos National Bank and LANB Investment Group are not registered broker/dealers, nor are they affiliated with LPL Financial. Investments are: Not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of Los Alamos National Bank. LPL Branch Office located at 2009 Galisteo Street, Santa Fe, NM 87505. FINRA or SIPC 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 mentioned are available in every state.