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Financial Planning

Together we can create a strategy designed to help guide you along the path toward financial well-being.

Stocks & Bonds

A stock is a purchase of a share of ownership in a company’s net worth and makes the owner a stockholder in that business with a share of the company’s profits and dividends.  Bonds are debt securities, a loan by the investor to the issuer.  The issuer agrees to pay the loan back by a specified date and to pay interest on the loan amount.  Stock investing involves risk including loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity.  Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

For more information, visit www.finra.org/investors/bonds.

Schedule a free, no-obligation appointment today by contacting Dan Leonard at [email protected] (Byron), Chris Martin at [email protected] (Oregon) or Michael Oberheim at [email protected] (Byron/Poplar Grove).

To best serve you, Byron Financial Services has three offices that have full or part-time investment representatives. 

Profile

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, MI, MN, MO, NC, NV, NY, OR, SC, TX, UT, VA, VI, WA and WI.


Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Byron Bank deposits and are not FDIC insured. These products are not obligations of the Byron Bank and are not endorsed, recommended or guaranteed by Byron Bank or any government agency. The value of the investment may fluctuate, the return on investment is not guaranteed, and loss of principle is possible. 


For more information, visit www.FINRA.org and www.SIPC.org


Check the background of this firm on FINRA's BrokerCheck