UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT
Business First Wealth Solutions Group strives to provide our clients with the highest standard of personal service by understanding and supporting their goals. With our experienced team's ability to harness a national footprint of professionals and the resources of LPL Financial, we provide a wide range of financial products and innovative solutions. Whether your goal is preparing for retirement, saving for college, planning executive compensation, or passing on a business to another generation via legacy and estate planning, we focus on your unique needs, wants, and objectives.
INVESTMENTS
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FINANCIAL PLANNING
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INSURANCE
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Check the background of your financial professional on FINRA's BrokerCheck.
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. b1BANK and Business First Wealth Solutions Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Business First Wealth Solutions Group, and may also be employees of b1BANK. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of b1BANK or Business First Wealth Solutions Group. The Business First Wealth Solutions Group site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on registrations* )AZ, CT, DE, FL, LA, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Securities and insurance offered through LPL or its affiliates are:
| Not FDIC Insured | No Bank Guarantee | May Lose Value | |||
| Not a Bank Deposit | Not Insured by any Federal Government Agency | ||||
B1 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 advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
