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Services customized for your needs.

Our dedicated LPL Financial Advisors at the Wealth Management Group located at CIT can provide you with a full range of brokerage and insurance services and offer investment management experience to help you pursue your financial goals.

LPL Financial Planning and Brokerage Services

Your wealth management advisor is a registered representative with LPL Financial and works directly with you to identify your long- and short-term goals and create a plan. If you prefer to make your own investment decisions, online brokerage services are available for a portion of your portfolio.

Insurance Services

Insurance needs are a strong consideration in any financial plan. Our advisors are positioned to draw upon all of the resources of LPL Financial to help you manage your needs and financial goals.

Complex Financial Planning

Should you have more complex financial needs, your wealth management advisor can provide investment resources and prepare sophisticated plans to address major financial events such as retirement, education funding and wealth transfer.

  • Traditional and Roth IRAs, 401k and deferred compensation plans
  • Education savings accounts and 529 plans
  • Stocks, bonds and mutual funds
  • Life insurance, annuities and long-term care
  • Corporate insurance services

Securities and advisory 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. CIT and Wealth Management Group located at CIT are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management Group located at CIT, and may also be employees of CIT. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CIT or Wealth Management Group located at CIT. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.