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Happy Investment Services

Insurance

Insurance is an important tool that can be used in all stages of life to help protect your family, your loved ones and your estate. Choosing the appropriate insurance policies is a crucial part of your financial health. The right policy can benefit your heirs while providing you with some peace of mind during your lifetime.

Wealth advisors at Happy Investment Services can assist you with life insurance and long-term care. Please contact us for more information.

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. Happy State Bank and Happy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Happy Investment Services, and may also be employees of Happy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Happy State Bank or Happy Investment Services. 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 Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IN, IA, KS, KY, MD, MO, MS, NE, NV, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, WA, WI

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Start investing in your child's education.

Our wealth advisors can help you understand the various benefits of the savings vehicles available that can help you fund your child's or grandchild's education.