Exchange Investment Services, Inc. was founded in 2003 by Exchange Bankshares, Inc. Our mission is to offer access to premier investing opportunities and services, with the goal of assisting our community banking clients with all aspects of their financial lives. With locations in Milledgeville GA, Lake Oconee, and Gray, we have been providing excellent service and quality information to our clients for years.
Our Services
As a full-service financial firm, we have access to a range of investment services. We work closely with you to identify the best avenue or strategy to achieve your unique financial goals.Building Long-Term Relationships
We pride ourselves on developing long-term relationships with our clients and their families. Our aim is to help reduce the stress that comes with financial decisions, while providing a clear understanding of our financial services.
Our Products and Services:
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Investment Management: Our experienced team of investment professionals will work closely with you to develop and implement a personalized investment strategy. We carefully analyze your risk tolerance, financial goals, and market conditions to build a diversified portfolio that aims to maximize returns while managing risk.
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Financial Advising: Our financial advisors provide comprehensive guidance on various aspects of your financial life. Whether you're planning for major life events, managing debt, or seeking advice on budgeting and saving, we're here to help you make informed decisions that align with your long-term objectives.
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Insurance and Annuity Products: We offer a range of insurance and annuity products to provide you with financial security and peace of mind. From life insurance to annuities that offer guaranteed income, our offerings are designed to protect you and your loved ones from unforeseen circumstances.
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Retirement Planning: Planning for retirement is a crucial part of securing your financial future. Our experts will work with you to create a tailored retirement plan that considers factors like your current financial situation, retirement goals, and risk tolerance. We'll help you make the right decisions to ensure a comfortable retirement.
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Retirement Plan Rollovers from 401(k) Plans: If you're transitioning between jobs or retiring, we can assist you with distribution assistance of your 401(k) plan. We'll guide you through the process and help you make informed choices about how to best manage your retirement savings.
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Business Retirement Plans: We offer specialized retirement planning services for businesses. Whether you're a small business owner or managing a larger enterprise, we'll help you design and implement retirement plans that benefit both your employees and your company's financial well-being.
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Life Insurance: Life insurance provides financial protection for your loved ones in the event of your passing. We'll help you select the right type and amount of coverage to meet your specific needs and provide peace of mind for you and your family.
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Long Term Care Planning: Planning for long-term care is an important aspect of your overall financial strategy. We'll help you explore options for funding long-term care needs, including insurance products and other financial planning strategies, to ensure you're prepared for the future.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that personalized financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
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Laura Thompson, ChFC®
LPL Financial Advisor
Executive Director
478-457-2234
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Call Laura today for a free confidential consultation!
Check the background of investment professionals associated with this site on FINRA’s Broker Check.
Exchange 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 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 for more detailed information.
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. Exchange Bank and Exchange Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Exchange Investment Services and may also be employees of Exchange Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Exchange Bank or Exchange Investment Services.
Securities and insurance offered through LPL or its affiliates are:
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Not insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |