Business Investment Services

Products and Services for Business Customers

Retirement Planning - for any size company

• 401(k) Plans and Rollovers (Individual &Safe Harbor)
• Simple IRA Plans
• SEP IRA Plans
• Profit Sharing and Defined Benefit Plans

Insurance - Business Continuation

• Life Insurance - Key Man Insurance
• Buy/Sell Agreements, Succession Planning
• Long Term Care Insurance

Services

• Insurance Needs Analysis
• Investment Accounts
• Free Portfolio Review
• Sweep Accounts - Cash Management
• Managed Account Services
• Workplace 529 Plans
• Saving for Education through Payroll Deductions

CONTACT US

California:

(866) 874-3721

• Corning at 1201 Solano Street
• Davis at 333A F Street
• Elk Grove at 9340 E. Stockton Blvd.
• Grass Valley at 115 W McKnight Way
• Red Bluff at 950 Main Street

Oregon:

(800) 419-6548

• Medford at 3369 Crater Lake Highway

(866) 597-1344

• Medford at 1463 E. McAndrews Rd., Suite. 2
• Medford at 2600 E. Barnett Road

(866) 770-2441

• Roseburg at 555 SE Kane Street

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of California and Oregon.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. PremierWest Bank and PremierWest Investment Services are not a registered broker/dealer and are not affiliated with LPL Financial.