Skyline Financial Services

We value our customer’s financial well-being and support our customer’s goals for a healthy financial future. This is why we offer our wealth management program, Skyline Financial Services.

Skyline Financial Services was created through a relationship with LPL Financial, a business full of wealth management resources to better serve your needs. We understand the importance of having someone you can trust to talk to about your financial goals, no matter where you are on your financial journey. 

Our Skyline Financial Services’ advisor takes time to listen to your needs so they can discover how to help you plan for the appropriate, suitable investment for your financial goals.

Personal Investment Options

Skyline Financial Services can provide sound and relevant advice to you whether you’re a first time investor or you have already built a significant portfolio.

Options include:

  • Managed asset plans – for professional, fee-based portfolio management through LPL Financial
  • Retirement planning – to design an investment strategy to help you pursue your retirement goals
  • Stock Investing Techniques and Account Management
  • Pension and 401k Accounts
  • Mutual Funds, Stocks and Tax-Deferred Annuities
  • Federally Tax-Free Municipal Bonds
  • Term, Whole and Variable Life Insurance
  • Estate, Business, Tax, and College Planning Strategies
  • Trust Services (offered through The Private Trust Company N.A., an affiliate of LPL Financial)
  • Online Account View

Business Investment Options

Developing a successful business requires you to invest a lot of your time, money, and resources. Our financial services understands this process and wants to help you manage your financial future so your business can continue to flourish.

Our advisor and the resources of LPL will provide you with the tools you need to help you manage your business financial goals.

Options include:

  • Financial and estate planning, including tax information
  • Trust and Estate Services
  • Business Retirement Plan Services, with turn-key qualified plan solutions

Take the next step by scheduling an appointment today!

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

 Doug Morgan
Douglas Morgan
Financial Advisor
276-238-2411
douglas.morgan@lpl.com

For more information about Skyline Financial Services or LPL Financial, please call our LPL Financial Representative today.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Skyline National Bank deposits and are not FDIC insured. These products are not obligations of the Skyline National Bank and are not endorsed, recommended or guaranteed by Skyline National Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Virginia, North Carolina, South Carolina, Maryland, Georgia, Florida, and Washington.

 

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