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Investments for Business Professionals

As a business owner or executive, you have a lot on your mind. What kinds of business insurance do you need? What would happen to your company if something happened to you? What kinds of retirement plans can you afford to provide your employees, or yourself?

Olympic Investment Center offers comprehensive insurance, retirement, and tax-advantaged investment services designed to make sure you’re investing in your, and your business’ future.

   Accounts 

  • Traditional IRA
  • Roth IRA
  • SEP
  • Simple IRA
  • Profit Sharing/Money Purchase Plans
  • 403(b)
  • 401(k)
  • Safe Harbor 401(k)
  • Single(k)

  Services

  • Retirement plan transfers and rollovers
  • Key Man Insurance
  • Buy/Sell Agreements                                     
  • Group Insurance Plans
  • Disability Income Insurance 
     

Log Into Your LPL Account


Contact the Olympic Investment Center
Olympic Investment Center is located in the offices of Kitsap Bank.


Learn More About Olympic Investment Center Representatives 
Andrew Finnigan 
Terri Mansell

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

     
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC Insurance products offered through LPL Financial or its licensed affiliates. Investment products are not a deposit, not FDIC insured or approved, not bank guaranteed, and may lose value. Investments are not insured by any federal government agency. Fixed annuities are offered through licensed insurance agencies. Olympic Bancorp, Inc., Kitsap Insurance Agency, and its affiliates, are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, CO, VA
© 2017 Kitsap Bank. All Rights Reserved.

This service is for Washington State residents only.

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