SBF Investment Center, through LPL Financial, provides a wide range of investment products and services to our clients.  And we take it one step further...

We believe that clients are people - not numbers. Therefore, they deserve access to the most complete array of financial products and investment services available, combined with superior customer service. Our goal is to provide our clients with objective,  professional advice and support to pursue their financial goals. You deserve nothing less - you've worked hard for your money and we want to see you works towards your path to financial independence. 
We offer access to the following products and services:
  • Full-service brokerage services
  • Investments: Stocks, Bonds, Mutual Funds, Tax-Favored Alternatives
  • Systematic Investment Plans
  • Annuities - Fixed, Variable, Indexed
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Retirement Plans - IRAs, Roth IRAs, 401(k), Profit Sharing, Simple Plans, Solo 401(k)s
  • Portfolio Management
  • Tax Reduction Strategies
  • Small, medium and large business assistance with employee retirement plans, investment resources, and key person or split dollar life insurance
  • Insurance - Disability, Long Term Care, Term and Permanent Life Insurance, Survivorship Policies
  • Estate Planning and Wealth Transfer Strategies
  • 529 College Savings Plans
  • Education IRAs

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

Zachary T. Klemer

Investment Representative

LPL Financial