Mechanics Investment Services

Brokerage & Insurance Services

Mechanics Investment Services* offers a wide-range of brokerage services to clients of Mechanics Bank through their Financial Consultants.

Our experienced Financial Consultants listen to your needs and offer personalized services and solutions. Their advice is based upon your individual profile, time horizon, and personal investment goals.

Products and Services include:

  • Advisory Accounts
  • Annuities - Fixed and Variable
  • College Savings Programs
  • Equities
  • Fixed Income
  • Life Insurance
  • Long Term Care Insurance
  • Mutual Funds
  • Retirement Accounts
  • U.S. Government Securities

Financial Consultants are available by appointment at Mechanics Bank office locations.

Please call 800-811-0185 to schedule an appointment or hear more about our services today.

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Mechanics Bank and Mechanics Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.

The investment products sold through LPL Financial are not insured Mechanics Bank deposits and are not FDIC insured. These products are not obligations of Mechanics Bank and are not endorsed, recommended or guaranteed by Mechanics Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of California.