Investment & Insurance Services

Our Team

Mike Kelso Amanda Temple Mike Kelso AVP, Senior Financial Consultant Mike began his career in financial services in 2004 and has assisted families and businesses in Northwest Ohio in pursuing their goals ever since. He strongly believes in getting to know each client’s unique and specific needs. By doing so, Mike can provide specifically tailored strategies for any situation. After starting his career as an insurance agent, Mike moved into banking in 2007. He holds his Annuity, Life, and Long Term Care license and Series 7, 66, 63, and 6 security licenses through LPL and is an Investment Advisor Representative of LPL Financial. These allow him to offer access to a full range of investment products and services tailored to address his client’s needs. These needs may include retirement planning, employee benefits, Long-Term Care Insurance, Annuities, education planning, and overall investment planning, to name a few. Phone: 419-355-2290 Email: michael.kelso@lpl.com  Amanda Temple Investment Representative Amanda has been serving the financial needs of banking customers since 2018. She is passionate about helping customers pursue their individual goals regarding their investment needs, as she sees this as a vital part of a customer's financial journey.  Amanda attended Tiffin University and obtained a Bachelor’s degree in Criminal Justice. She also obtained her Ohio Life and Health licenses. She holds her Series 6 and Series 63 through LPL. These Licenses and Designations allow her to offer access to a full range of investment products and services suitable to her clients’ needs. Amanda is knowledgeable in retirement savings IRAs, Simple and SEP Plans, Long-Term Care Insurance, Life Insurance, Annuities, 529 Plans, financial planning, and retirement planning. Phone: 419-333-4741 Email: amanda.temple@lpl.com

Investment Products

Think you don’t have enough money to invest? Think again. Many of our clients think you have to have much money to invest in something other than a savings account. That couldn’t be further from the truth. Croghan Investment & Insurance Services takes a personalized investment approach 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 ensure you have all the coverage you need.

Retirement Income Strategies

Smart retirement income strategies are designed 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: enjoying 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, enjoying retirement, or maybe 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 services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Croghan Colonial Bank and Croghan Investment and Insurance Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Croghan Investment and Insurance Services, and may also be employees of The Croghan Colonial Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Croghan Colonial Bank or Croghan Investment and Insurance Services. Securities and insurance offered through LPL or its affiliates are:

Croghan Colonial Bank (“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