Investment & Insurance Services

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Investment Products

Think you don’t have enough money to invest? Think again. Many of our clients think you have to have a lot of money to invest in something other than a savings account. That couldn’t be further from the truth. At Croghan Investment & Insurance Services, we take a personalized approach to investing based on your needs, goals and willingness to take risks. Some of the investment products we offer access to include:

  • Annuities
  • College Savings Plans
  • IRAs

Insurance Products

Insurance provides financial support and helps reduce uncertainties in business and human life. It provides safety and security against particular events, such as sudden loss. Croghan Investment & Insurance Services is happy to offer Life Insurance and Long Term Care Insurance. Already have insurance? We provide a free insurance review to make sure you have all the coverage you need.

Retirement Income Strategies

Smart retirement income strategies are designed with a goal to create retirement income that will weather inflation, market volatility and unexpected expenses. You worked hard and saved diligently for retirement. Now comes the fun part: getting to enjoy the retirement you've been envisioning along the way. But before you do that, you need to know where you stand and have a strategy that strives to generate income that can last your entire lifetime – that’s where Croghan Investment and Insurance Services can help.

Financial Planning*

All of us are in different stages in life financially. You could be just starting out, entering midlife or enjoying retirement – or maybe you’re somewhere in between. Regardless of your current financial situation, Croghan Investment & Insurance Services can help you plan for it. And we can develop a plan for our financial future too.

*Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.


Broker Check

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured by any Federal Government Agency

Not a Bank Deposit

*Securities offered through LPL Financial, Member FINRA/SIPC. Croghan Colonial Bank and Croghan Investment & Insurance Services are not registered broker/dealers and are not affiliated with LPL Financial. This site is designed for U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

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