Customer-Focused Investment Planning
When it comes to managing your money, F & M Investment Services takes a slightly different approach from most firms. Rather than focusing on a specific type or category of investment, the emphasis is where it belongs: on you.
Why? Because we value you and your needs over specific types and categories of investment products.
Our Investment Philosophy
Securities and insurance products are offered by LPL Financial and its affiliates* member FINRA/SIPC. LPL Financial is one of the nation’s leading brokerage firms without proprietary investment products, and has a network of over 10,000 independent representatives. It must be noted that securities are not bank deposits, not FDIC insured, and are subject to investment risk including possible loss of principal, not guaranteed by the bank or any federal government agency.
LPL’s independent brokers and absence of “in-house” products are an important consideration. It helps that the focus is where it belongs, on the needs of the investor. It also removes any doubt regarding pressure that a brokerage firm might place on its representatives to promote its own captive family of mutual funds or to push securities that it holds in inventory, over and above other types of investments that might be more appropriate.
For further information or to arrance a no-cost, no obligation appointment, call F&M Investment Services at 309-343-0002, ext. 21511, or visit us at 1230 N. Henderson St., Galesburg,
Thomas J. Dunker, Vice President, Senior Wealth Advisor, Phone: 309-343-0002, ext. 21506
Adam Turner, Assistant Vice President, Wealth Advisor, Phone: 309-343-0002, ext. 21697
Jennifer Pittman, Operations Manager, Phone: 309-343-0002, ext. 21511
Scott G. Bloom, Associate Wealth Advisor, Phone: 309-343-0002, ext. 21500
Scott Duncan, Investment Operations Associate, Phone: 309-343-0002, ext. 21517
*LPL Financial and its affiliates, member FINRA/SIPC
Investment products are not FDIC insured, are not guaranteed by the bank, not a deposit, not insured by any federal government agency and may lose value.
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not Insured by any Federal Government Agency|