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Check the background of investment professionals with this site on FINRA's BrokerCheck.

Investment Services

At Starion Investment Services, our investment representatives will do the research necessary to guide you with:

  • Investing within your household cash flow
  • Preparing for tuition expenses
  • Investments for retirement income
  • Preparing for long-term care
  • Protection and allocation of your estate**
  • Money decisions that can help you toward your dreams

How we help you pursue your goals

We don’t just point out what’s available in the way of financial services, Starion Investment Services' personalized approach is designed to show you what can help you make the most of your money. We offer:

  • Asset allocation analysis
  • Retirement planning analysis
  • Laddered fixed-income portfolios
  • Individual stock portfolios
  • Mutual funds
  • Professionally managed asset account
  • Annuities
  • Life insurance
  • Retirement plans

Who we work with

Investment Representatives are registered with and offer securities through LPL Financial. Learn more about LPL Financial.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Starion Bank and Starion Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not a Bank Deposit, Not Insured by Any Federal Goverment Agency

View LPL privacy policy and other important information.

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Need Help?

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Contact Us

1.888.258.6050

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