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Brokerage Services

Take control of your future.

Guidance from a team you know and trust

Whether you’re new to investing, changing jobs and want to better manage a retirement fund you left behind, or want to make sure your money will last your senior years, our experienced financial advisors can provide a broad spectrum of planning and investment tools tailored to your financial goals. 
 
Civista Investments combines full-service brokerage services with the comfort and convenience of a place you already know. And trust. 
 
Check the background of investment professionals associated with this site on FINRA’s Broker Check.
 
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A comfortable retirement. Your child’s education. Or passing down your hard-earned savings to your future generations.  Whatever your dream, we’re here to help set your investment strategy in motion and work toward achieving what matters most to you.
Having sufficient life insurance is important to protect the future of your loved ones.  Our team can help determine the right amount for your family and review options for your budget.  It’s important to re-evaluate your insurance needs with significant life changes.  

State insurance laws and insurance underwriting rules may affect available coverage and its cost.  Guarantees are based on the claims paying ability of the issuing company. 
Financial consequences of a long-term illness can be devastating.  Many people are not prepared to handle the additional expenses of an unexpected illness.  Long-term care insurance can provide an affordable solution to protect your current lifestyle and future estate.  Coverage includes assistance provided by a nursing home or home health care.

State insurance laws and insurance underwriting rules may affect available coverage and its cost.  Guarantees are based on the claims paying ability of the issuing company.
An annuity is an investment alternative offered by an insurance company.  Annuities can provide income over a long period of time and may be appropriate if you are concerned about outliving your income. 
 
Fixed annuities are long-term investment vehicles designed for retirement purposes.  Guarantees are based on the claims paying ability of the issuing company.  Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax and surrender charges may apply.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
In the event of an emergency and you are unable to reach a Civista Investments representative for account access, please contact the LPL Financial customer service team directly at 800.558.7567.
 
 

Meet Our Civista Investments Team



 
 
 
 
 
 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Civista Bank and Civista Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Civista Investments, and may also be employees of Civista Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Civista Bank or Civista Investments.  Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by FDIC or Any Other Government Agency 

Not Bank Guaranteed 

Not Bank Deposits or Obligations

May Lose Value

 

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, DC, FL, GA, IA, IN, KY, MD, ME, MI, MN, MO, NC, NY, OH, SC, TX, VA, & WA