MB Investment Services
Retirement
Whether you’re a business owner or addressing your personal needs, we’ll help you prepare for retirement.
Get ready for retirement
Brokerage
A diversified financial plan may be provided by a local, full-service brokerage capable of strategic financial planning.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Insurance
We will help you pursue your goals when it comes to ensuring the financial well-being of you and your loved ones.
Info Request
We get it: investments and financial planning are complex. Let us help you find clarity and focus on your life.
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Contact MeTom Hart
Financial Consultant
MB Investment Services
Locations: Cortland Office, Garrettsville Office, Middlefield - Main Branch Office, Orwell Office
Phone: (440) 632-3444
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Contact MeJennifer Pazicni
Financial Consultant
MB Investment Services
Locations: Chardon Office, Middlefield - Main Branch Office, Middlefield - West Branch Office
Phone: (440) 632-8178
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Contact MeBruce Roby
Financial Consultant
MB Investment Services
Locations: Ada Office, Bellefontaine North Office, Bellefontaine South Office, Dublin Office, Kenton Office, Marysville Office, Plain City Office, Powell Office, Sunbury Office, Westerville Office
Phone: (614) 330-5177
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Contact MeRic Rotolo
Financial Consultant
MB Investment Services
Locations: Beachwood Office, Garrettsville Office, Mantua Office, Newbury Office, Solon Office, Twinsburg Office
Phone: (216) 359-5526
Check the background of investment professionals associated with this site on FINRA's BrokerCheck 
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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 products and 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 |
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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.