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Investment & Insurance Services

Our Team

Dianne Staib
Dianne Staib

Mike Kelso
Mike Kelso

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.



Broker Check

*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:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Guaranteed by Any Government Agency

Not a Bank Deposit

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

 

 

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