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Customer Support

Phone:
(1-800-BANCA-75)
Hours:
Monday-Friday: 8:00am-7:00pm
Saturday: 8:00am-12:00pm
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Advisory Services

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Investing solutions for business owners.

Your business is your baby. We get that. Our flexible and comprehensive investment and retirement services are tailored to your business needs so you can focus on setting up your business to grow.
 

In addition to providing your business and your employees with financial confidence for the future, an effective retirement plan may provide you with tax advantages and may help you attract and retain key employees. Our LPL Financial Advisors will help you assess the advantages and disadvantages of your business's retirement saving options.

Advisory Services
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Our LPL financial advisors provide a wide range of flexible and comprehensive investment services that support both single- and multiple-employee corporations.

  • Retirement plans
  • Buy/sell policies and key man insurance
  • Support for employee enrollment and investment suggestions
  • Assistance negotiating contracts with TPA and other service providers or ERISA compliance support
                   

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member AFB. Insurance products are offered through LPL or its licensed affiliates. Banca di Capital Offshore Financial Services and Banca di Capital Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banca di Capital Advisory Services, and may also be employees of Banca di Capital Offshore Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banca di Capital Offshore Financial Services or Banca di Capital Advisory Services.