• 1-800-533-4370
  • 1-574-722-4222
  • Mon - Fri: 8:00 - 5:00

Investment Services

The enormous amount of information available to today’s investor means the big picture can be a bit overwhelming. We can help you sort through the clutter and bring your investment goals into focus and design a portfolio to help work toward them.
Our financial advice is based upon helping you create an investment portfolio to help work toward your goals, whether it’s saving for retirement, a college education, or buying a home. We stay focused on the one thing that matters most – finding well-managed investments, one at a time, through intensive financial analysis and hands-on research.

Below is a list of services we offer access to:

  • Annuities: Fixed, Indexed, and Variable
  • Bonds: Corporate and municipal
  • Certificates of Deposit
  • College Funding/529
  • Estate Planning
  • Fee-based Accounts
  • IRA/Rollovers
  • Money Markets
  • Mutual Funds
  • Stocks
  • Tax-free investments

Below is a list of services we offer access to:

  • Annuities: Fixed, Indexed, and Variable
  • Bonds: Corporate and municipal
  • Certificates of Deposit
  • College Funding/529
  • Estate Planning
  • Fee-based Accounts
  • IRA/Rollovers
  • Money Markets
  • Mutual Funds
  • Stocks
  • Tax-free investments

Contact Us

For more information about our investment services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222 You can also email us at sharon.musselman@lpl.com.

how to connect

Phone: 574-722-4222

Phone: 1-800-533-4370

sharon.musselman @lpl.com

Our office

1529 E Market Street, Logansport, IN 46947