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LPL FINANCIAL SERVICES LOCATED AT
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The Pineries Bank is pleased to offer its customers access to a full line of noninsured financial products. Paul
Adamski's 25 years of financial institution experience, combined with resources provided through a brokerage affiliate
agreement with Linsco/Private Ledger, help assure that his clients receive the type of advice and consultation
that best serves their financial goals.
Paul prides himself on taking the necessary time to collect information from clients on a specifically designed
Confidential Data sheet. This helps insure that virtually all of the information needed to make an educated decision
regarding an investment in non FDIC insured financial products, is available for the client and the Investment
Representative alike. This service can be enhanced by extending the data collect process to a computer disc format
which provides the client with a pre-calculated balance sheet that can easily be updated from time to time via
Microsoft Excel spreadsheet and personal computer.
President Adamski works with a variety of attorneys and CPA's in the marketplace and often times coordinates his
work and experience with them should that be the preference of his clients.
Paul adheres to the investment philosophy that each individual investor has specific needs and characteristics
which can only be determined by a thorough evaluation of their current financial services.
He has created a niche in the marketplace which causes him to serve, for the most part, more cautious and conservative
investors. He often times reminds clients, that first and foremost, they must be comfortable with the amount of
risk their investments include. Only after making that determination should the client decide if the rate of return
available in the marketplace at the time is appropriate for their individual investment philosophy.
• President Paul C. Adamski is an LPL Investment Representative
• There is no fee for this personalized one-on-one service
• Brokerage affiliate agreement with Linsco/Private Ledger
• Specially designed Confidential Data sheet
• Serves a niche in the marketplace for the more cautious/conservative investor
For additional information or to make an appointment to investigate non FDIC insured financial products further,
please call the Stevens Point office of the bank at 715-341-5600. |
| Shares of mutual funds are not deposits or obligations of, or guaranteed or endorsed
by, any financial institution; and are not insured by the Federal Deposit Insurance Corporation (FDIC), the Federal
Reserve Board, or any other agency; and involve risk, including the possible loss of the principal amount invested. |
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° NOT FDIC INSURED ° NO BANK GUARANTEE ° MAY LOSE VALUE ° NOT
A DEPOSIT ° NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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SECURITIES AND INSURANCE PRODUCTS OFFERED THROUGH LINSCO PRIVATE LEDGER·MEMBER NASD/SIPC
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