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Financial Planning Goals and Services

At F&M Investment Services, our financial consulting process always begins by getting to know our customer. We understand that each investor is different and has a different set of goals. A retiree may need the assurance of dependable income with little risk, while a young family may be looking to save for college.

Our F&M Investment financial consultants will work with you to learn where you are financially today and to establish a plan that will help you get to where you want to be tomorrow.

F&M Investment Services offers access to a full range of options designed to meet your investment goals, risk tolerance and time horizon. Our alliance with LPL Financial allows our team to provide numerous services.

Services Provided by F&M Investment Services

Retirement Planning

If you're preparing for your own retirement, our experienced Investment Services financial consultants will help you establish your financial goals and develop a plan that will help you pursue them.

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Education Planning

Whether your child is young and you have years to save, or already in high school our advisors can help.  There are great tools to help you save for your child or grandchild's future college costs and expenses.

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Estate Planning*

Pursuing the financial security of your family requires the services of a professional that can help you select what investments are included within your estate as well as coordinate with attorneys, CPAs, and others to make sure you have everything you need.

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Life Changes

When your life changes, your financial life does too!  Life events such as inheritance, marriage, birth, health, house purchase or change of job status can all have a significant effect on your financial planning strategy.

Contact an F&M Investment financial consultant to learn more.

*Trust services offered through Private Trust Company, an affiliate of LPL Financial.

F&M Investment Services, Inc. is a subsidiary of F&M Bank. F&M Bank is not a registered broker/dealer nor is it affiliated with LPL Financial.

 The LPL Financial registered representative associated with this site may only discuss and/or transact
securities business with residents of North Carolina.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through
LPL Financial or its licensed affiliates. 


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