Wealth Management - Lake City Investments
Product solutions to help you pursue your financial goals:
- Fixed and Variable Annuities1
- Mutual Funds
- Life Insurance
- Stocks and Bonds
- Tax-Advantaged Investments2
- Long-Term Care Insurance
- Disability Insurance
- Retirement Plans1
- Money Market Funds
- Unit Investment Trusts
- Real Estate Investment Trusts
Your Lake City Investments representative is available to answer your questions and provide all the options you’ll need as you grow and prosper. We are here to help you.
1. Withdrawals prior to age 59 ½ are subject to 10% penalty and taxes.
2. Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither PrimeVest nor any of its representatives may give legal or tax advice.
Securities and insurance products offered through Cetera Investment Services LLC, member FINRA/SIPC. Investments are: Not FDIC/NCUSIF insured May lose value Not financial institution guaranteed Not a deposit Not insured by any federal government agency.
Cetera is not affiliated with Lake City Bank.