FARMINGTON

16 E. Fort Street
Farmington, IL 61531
(309) 245-2444 phone
(309) 245-2110 fax

OFFICE Hours

Monday – Friday 8am-4pm

Investment Services

Types of Investment Services Offered...

Personalized Financial Consultations

BF Investment Services offers free, personalized financial consultations to evaluate your financial situation. We take the time to learn about you, then craft and implement a strategy to help pursue your financial goals. It doesn’t stop there. Our customers are welcome to meet with us at any time to review their current financial situation.

Portfolio Construction and Management

Our LPL financial advisor will construct a portfolio based on your current financial situation and the goals you are trying to meet. They are available to meet regularly to review your portfolio, as planning is a process.

Life, Disability Income, and Long Term Care Insurance Planning

Our financial advisors work with many insurance companies and can provide you with the right information based on your insurance needs.

Investment Research / Analysis

Our LPL financial advisor utilizes a wide array of tools when it comes to researching your current investments as well as possible future investments.

Educational Seminars

We believe strongly in the value of financial education in an ever-changing world. Our LPL financial advisor can conduct seminars on various topics ranging from college savings to retirement income. Please call for information about our seminars.

Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers

Our LPL financial advisor can analyze your current employer-sponsored retirement plan and provide objective feedback. If areas need improvement a course of action will be recommended.

Trust Services

LPL Financial Representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.