Investments Team
“One-size-fits-all” is great for hats and Halloween costumes, but not so for financial planning.
Our partnership with MB Investment Services opens up many investment services to address your specific needs.
How does the investment process work?
We start by getting to know you and your dreams through a questionnaire and discussion. This allows us to create a plan that is personalized to you.
From there, we review objective investment choices for your plan. All our investment options are examined and put through rigorous due diligence research. When you're helping people pursue their dreams, utilizing comprehensive investment options is an appropriate route to take.
Customers have access to professional money management through mutual funds, annuities, and separately managed accounts, from some of the most well-known names in the industry.
Our research and skillful representatives help you develop an investment portfolio that is customized for you.
Get in touch with an MB Investment Services professional today!
-
Contact MeTom Hart
Financial Consultant
MB Investment Services
Locations: Cortland Office, Garrettsville Office, Middlefield - Main Branch Office, Orwell Office
Phone: (440) 632-3444
-
Contact MeJennifer Pazicni
Financial Consultant
MB Investment Services
Locations: Chardon Office, Middlefield - Main Branch Office, Middlefield - West Branch Office
Phone: (440) 632-8178
-
Contact MeBruce Roby
Financial Consultant
MB Investment Services
Locations: Dublin Office, Kenton Office, Marysville Office, Plain City Office, Powell Office, Sunbury Office, Westerville Office
Phone: (614) 330-5177
-
Contact MeRic Rotolo
Financial Consultant
MB Investment Services
Locations: Beachwood Office, Dublin Office, Mantua Office, Newbury Office, Plain City Office, Powell Office, Solon Office, Sunbury Office, Twinsburg Office, Westerville Office
Phone: (216) 359-5526
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.