At North Oak Access Trust Bank, we strive to provide our customers with every service they’ll need on their journey to a healthy financial well-being, including access to financial planning services. North Oak Access Trust Financial Services was created through a relationship with LPL Financial to put you first in this process. That’s because we understand that no matter where you are on your financial journey, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor.

The advisors at North Oak Access Trust Financial Services listen to you and learn from you to discover what your financial goals and needs are before they begin helping you make investing and planning decisions. We’re committed to putting you first regardless of your investment needs.

Personal Investment Options

North Oak Access Trust Financial Services can provide sound and relevant advice to you whether you’re a first time investor or you have already built a significant portfolio. Let one of our advisors address your specific investment goals and objectives.

Options include:

Our Equipment Loans can help you finance purchases ranging from computers to fleet cars to industry-specific machinery and tools. When you need short-term cash flow for working capital requirements like accounts receivable, accounts payable or payroll, one of our Lines of Credit can provide it. For moderate purchases, we can also offer you corporate credit card options with an allowance that will match your business needs.

To assist in opening your new account, we may request the following: Sole Proprietor/DBA SSN or TIN of Owner Limited Liability Company (LLC)

Managed asset plans – for professional, fee-based portfolio management through LPL Financial Retirement planning – to design an investment strategy to help you pursue your retirement goals Stock Investing Techniques and Account Management Pension and 401k Accounts Mutual Funds, Stocks and Tax-Deferred Annuities Federally Tax-Free Municipal Bonds, Corporates, and Government Agency Bonds Term, Whole and Variable Life Insurance Estate, Business, Tax, and College Planning Strategies Trust Services (offered through The Private Trust Company N.A., an affiliate of LPL Financial) Online Account View

For more information about North Oak Access Trust Financial Services or LPL Financial,
please call one of our LPL Financial Representatives today.