- Investment advisory accounts
- Wealth transfer and legacy planning
- Education planning
- Account/portfolio reviews
- Stocks
- Fixed income
- Mutual funds
- Annuities
- Insurance
- ETF
- Small business retirement planning
Please call 423-626-7276 or visit one or our branches to schedule an appointment.
Patrick (Pat) Anstett
LPL Financial Registered Representative
LPL Financial Advisor
Your Bank ("Commercial Bank") 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 advisory services.