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At HomeTown Investments, we understand that everyone’s financial goals are different. That’s why our professionals work with you to develop a comprehensive financial plan tailored to your unique situation. Since we’re located right here in your community, we get to know you on a personal basis. Whether you want to plan for your retirement, save for a child’s education or just increase your personal wealth, HomeTown Investments can help you balance competing financial priorities and prepare for your financial future.
We contract with LPL Financial to combine our personalized, local service, with the power and access of high-quality investment and insurance products. Our LPL financial advisors can help you understand the wide array of options available, and how the right mix can have you well on your way to securing your wealth.
Retirees will need about 70% to 85% of their pre-retirement income to maintain their lifestyles. Let us help you find the right retirement accounts to help you save for the future.
Start saving today, for a better education for your child tomorrow. Talk to us about setting up a 529 Education Savings Plan.
Balance and diversify your portfolio by investing in a suite of stocks, bonds, and short-term debts through a mutual fund that works towards your needs.
Let your insured annuities accumulate over time for a continual payout upon retirement.
Whether you are looking for coverage for a specific period of time or lifelong protection, rest assured that your family will be covered.
Stocks & Bonds
Explore a strategic mix of investment options that suit your interests.
Long Term Insurance Care
At least 70% of American adults will need long-term care services and support sometime in their lifetime and the cost is rising. We can help you plan ahead.
Small Business Retirement Plans
Whether you have a company with one employee or many, let us help you choose the right plan for your business.
From key man insurance to buy/sell agreements, make sure your business is protected.
Insurance products offered through LPL Financial or its licensed affiliates HomeTown Bank and HomeTown Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured HomeTown Bank deposits and are not FDIC insured. These products are not obligations of the HomeTown Bank and are not endorsed, recommended or guaranteed by HomeTown Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principle is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (VA, NC, GA, WV).