The company provides fee-based investment management accounts for stocks, bonds, mutual funds, exchange-traded funds, IRAs, and 529 college funding plans. It also offers retirement plan consulting services.
Todd Jones is a senior LPL Financial Consultant, Certified Financial Planner, and Accredited Investment Fiduciary with an MBA from East Tennessee State University in Johnson City.
MCB Investment Services helps clients with investments, retirement, and insurance, whether they have significant assets to manage or are beginning to accumulate wealth.
The company aims to understand clients’ needs, preferences, and long-term goals and help them develop, implement, and monitor a conservative strategy tailored to their situation.
The page directs general inquiries to local branches and provides an email address and a form for requesting a call. It warns that email is not secure or encrypted.