Lake City Investments

Product Solutions

Product solutions to help you pursue your financial goals:

  • Advisory/Managed Account Solutions
  • Financial Planning
  • Fixed and Variable Annuities1
  • Mutual Funds
  • Life Insurance
  • Stocks and Bonds
  • Tax-Advantaged Investments2
  • Long-Term Care Insurance
  • Retirement Plans1
  • Brokered CDs
  • Money Market Funds
  • Unit Investment Trusts
  • Real Estate Investment Trusts

Your Lake City Investments representative is available to provide the tools you need as you build for the future. We are here to help you.

Check the background of this investment professional on FINRA’s BrokerCheck.

1Withdrawals prior to age 59 ½ are subject to 10% penalty and taxes.
2Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera nor any of its representatives may give legal or tax advice.

Located at: 202 E Center Street, Warsaw, IN 46580 (877) 718-9198
 
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
 
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
 
Click here to view Cetera Investment Services Important Information and Business Continuity Plan.
 
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

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