Meet the Appomattox Wealth Management Team:
Robert Steele
James Smith
R.F. Burke Steele III, CKA®
R.F. Burke Steele IV, CKA® CFP®
Services available:
Financial Services
Investment Services
Insurance Services
*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. Touchstone Bank and Appomattox Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Appomattox Wealth Management and may also be employees of Touchstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Touchstone Bank or Appomattox Wealth Management. 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 |