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Products & Services
Investments
Steve
Kimes,CFP® Steven.Kimes@lpl.com
Casey
Herbolsheimer, CFP® Casey.Herbolsheimer@lpl.com
800 West Benjamin Avenue
P.O. Box 1007
Norfolk, NE 68701
Phone: 402-371-0722
Check out our services to you:
- 401(k) Account Rollovers
- 403(b) Accounts
- Personal Financial Planning
- Retirement Accumulation Planning
- SEP's and Simple Plans
- Individual Stocks and Bonds
- Long Term Care Insurance
- Estate Planning
- Fixed and Variable Annuities
- Traditional and Roth IRA's
- Retirement Distribution Planning
- Actively Managed Investment Accounts
- Life Insurance
We are licensed in the following states:
- Arizona
- Iowa
- Kansas
- Minnesota
- Missouri
- North Carolina
- Nebraska
- Rhode Island
- South Dakota
- Texas
- Washington
If you live in one of the states above, find out more about our Investment Services.
Securities, Financial Planning and Insurance Products
Offered Through LPL Financial and its Affiliates, Member FINRA/SIPC
Not FDIC Insured • No Bank Guarantee • May Lose Value
Not a Deposit
Not Insured by Any Federal Government Agency