Info Request
If you want to feel more confident about your finances, get in touch with us to learn how we can help. Simply complete the short form below to let us know what services interest you the most.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck 
.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. The Middlefield Banking Company and MB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL Financial offer services using MB Investment Services, and may also be employees of The Middlefield Banking Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Middlefield Banking Company or MB Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
|---|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The Middlefield Banking Company or MB Investment Services (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.