Evans Bank Corporate Social Responsibility Report 2023

evans investment services

 

something for everyone

Wealth Advisement

Our Wealth Advisors’ success comes from your success. It’s our job to make your wants and goals a reality. We will personalize a plan to fit your exact needs.

IRAs: Save money for retirement tax-free.

Mutual Funds: Stocks, bonds, and assets all in one place.

Brokerage Funds: Buy & sell your bonds and stocks.

Wealth Accumulation: Design your finances for growth opportunities.

Retirement Planning: Strategize now for a better then.

Estate Planning: For your loved ones.

Education Planning: Just worry about that test, we got the rest.

Trust Services*: Growth for the future.

Life Insurance: A personal policy just for you.

Empower your financial journey with our comprehensive resources tailored to help you plan, manage, and secure your financial future.

Get in touch with us today

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Valued by small businesses you love…

Check Your Investment Balances Account View by LPL Financial >

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and advisory services offered through LPL Financial (LPL) a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Evans Bank and Evans Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Evans Investment Services, and may also be employees of Evans Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Evans Bank or Evans Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured No Bank Guarantee May Lose Value
Not A Deposit Not Insured By Any Federal Government Agency

*No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. The LPL Financial Registered Representatives (doing business as Evans Investment Services) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

Your Bank (Evans Bank) 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 a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Notice!

Links to external websites are provided by Evans Bank for your convenience. Use of such links on Evans Bank website are not an endorsement or warranty by Evans Bank of the information, products or services provided by such external websites. Evans Bank does not control such websites. You should review the linked site's privacy and security policies as they may be different from Evans Bank's.

You will be redirected to

Click the link above to continue or CANCEL