Investment & Insurance Services
At Croghan Colonial Bank, we provide personalized investment and insurance services designed to help you plan for the future with confidence. Our approach is focused on your unique goals, risk tolerance, and financial needs. Whether you’re preparing for retirement, saving for college, or ensuring financial security with insurance, we’re here to help you every step of the way.
Investment Products
You don’t need a fortune to start investing. At Croghan, we take a personalized approach, helping you access the investment products that best suit your needs and goals. Here are some of the products we offer:
Annuities
Secure and reliable options for generating income during retirement.
College Savings Plans
Start planning for your children’s education today with tax-advantaged savings plans.
IRAs
Choose from a variety of retirement accounts designed to grow your savings with tax benefits.
Insurance Products
Insurance is key to providing financial support and reducing uncertainty in life. Whether it’s protecting your family, your business, or your future, we offer the following:
Life Insurance
Safeguard your family’s financial future in case of unexpected events.
Long-Term Care Insurance
Help cover the costs of long-term care and ensure peace of mind for you and your loved ones. If you already have insurance, we offer a free insurance review to ensure your coverage meets your needs.
Retirement Income Strategies
Planning for retirement means more than just saving—it’s about creating a reliable income stream that will last throughout your lifetime. Our retirement income strategies are designed to help you enjoy a secure retirement, weather market fluctuations, and address unexpected expenses. We’ll help you develop a plan tailored to your retirement goals.
Our Investment & Insurance Team
Mike Kelso
VP, Senior Financial Consultant
Amanda Temple
Investment Representative
Important Legal Disclosures
*Securities and financial planning 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. The Croghan Colonial Bank and Croghan Investment and Insurance Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Croghan Investment and Insurance Services, and may also be employees of The Croghan Colonial Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Croghan Colonial Bank or Croghan Investment and Insurance Services. Securities and insurance offered through LPL or its affiliates are:
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit | |
Croghan Colonial Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html