Skip to main content

It all starts with personal service.

Lake City Investments has been working to secure the financial future of our friends and neighbors right here in Indiana for more than three decades. Our financial advisors listen carefully to provide the options you need to build for the future, preserve your assets and to help meet your investment objectives.

Product Solutions to Help 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
  • SEP Plans and Simple IRAs
  • Retirement Plans1
  • Money Market Funds
  • Unit Investment Trusts

Your Lake City Investments financial advisor 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
Lake City Investments is a marketing name of Cetera Investment Services. 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, Privacy Policy, 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.cetera.com.

Compound Interest Calculator

Use this tool to estimate how your savings or investments will grow over time.

Meet Your Local Banker

We’d love to talk to you one-on-one.

Find a Branch Near You

Banking Tips & Insights

How to Plan a Vacation on a Budget

Worrying about paying off credit card debt when you come home can take all the fun out of a vacation. Read on to find out how to plan a vacation on a budget so you can focus more on experiences and less on expenses.