Investment Services

We all want our hard-earned money to work as hard as possible, but it is difficult to know where to turn. A PremierWest Investment Services Investment Executive can help you sort through various options and identify products to help you pursue your financial goals.

SERVICES AVAILABLE:

• 401(k) Rollovers
• Retirement Planning, IRA
• College Savings Plans
• Stocks
• Bonds (tax-advantaged, taxable & government)
• Mutual Funds
• Annuities
• Insurance (life and long-term care)
• Financial Planning (offered through LPL Financial, a Registered Investment Advisor)

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

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

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. PremierWest