About Our Investments

/About Our Investments
About Our Investments2018-08-21T14:58:58+00:00

Our clients will have access to a wide array of financial and wealth management strategies.

woman sitting on table

Stratos Wealth Partners

Located at Geauga Savings Bank

RitaMaherWith services such as professional investment management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products we are sure to cover your investment needs.

Investment services are offered through representatives of LPL Financial. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm. To learn more about these and other investment programs, visit our local branch or call our LPL Financial consultant at (440) 564-1530.

Retirement/Savings Plans

  • Individual retirement plans
  • Traditional and Roth IRAs
  • 401k plans
  • Lump sum 401k rollovers
  • 403b plans
  • SEP IRAs
  • Profit sharing plans
  • Defined benefit plans
  • Deferred compensation
  • Executive bonus and split dollar
  • Life insurance plans
  • COLI — corporate-owned life insurance

Educational Savings Plans

  • College savings plans
  • Educational IRAs

Estate Planning

  • Tax planning
  • Charitable gifting
  • Legacy planning
  • Wealth transfer

Investment Services

  • Mutual funds
  • Fee-based investment management
  • Stocks
  • Bonds
  • Annuities
  • Separately Managed Accounts

Life Insurance

  • Term Life
  • Variable Life
  • Dependent Life

Disability Insurance

  • Long-term care insurance
  • Disability Insurance

Securities offered through LPL Financial, Member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Geauga Savings Bank and Stratos Wealth Partners LTD., are not registered broker dealers and are not affiliated with LPL Financial.

Not FDIC Insured No Bank Guarantee May Lose Value
Not a Bank Deposit Not Insured by Any Federal Goverment Agency
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: FL, NY, OH, TX