MIS Brokerage Services

Investment and insurance products are not insured by the FDIC, are not deposits, and may lose value.

 

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Mechanics Investment Services offers investment management and brokerage services through LPL Financial. As a Mechanics Investment Services client, you have access to many strategies to address your long-term financial needs. You'll work with a knowledgeable and experienced Wealth Advisor who can help you design a plan customized toward your specific financial goals and objectives.

Your best interests always come first

Our process is simple: We listen. We get to know you and understand your needs in detail. Then we work with you to develop an effective, custom-designed, long-term strategy that strives to manage risk and maximize potential return opportunities.

Comprehensive investment capabilities at your service

Whether for you as an individual or for your business, we provide services to address all of your financial objectives. Some of the full-service brokerage products we offer access to are:

  • Advisory Accounts of Equities, Mutual Funds and Fixed Income securities
  • Annuities – Fixed, Index and Variable
  • Life and Long Term Care Insurance
  • Retirement Plans

Meet Your Wealth Advisors

Southern California

professional headshot of Eric Mosser

Eric Mosser, CFP®

LPL Wealth Advisor | CA Insurance Lic. #0L78633

professional headshot of Matt Shrope

Matthew Shrope, CFP®

LPL Wealth Advisor | CA Insurance Lic. #0H26819

Northern California

Sandra Esqueda

LPL Wealth Advisor | CA Insurance Lic. #0H48662

Dmitriy Gusev

LPL Wealth Advisor | CA Insurance Lic. #0K19924

Quais Hasseeb

LPL Wealth Advisor | CA Insurance Lic. #0I35269

professional headshot of Valerie Krebs

Valerie Krebs

LPL Wealth Advisor | CA Insurance Lic. #0H97857

professional headshot of Ryan Larrabee

Ryan Larrabee

LPL Wealth Advisor | CA Insurance Lic. #4324955

Karry Maciak, CRC®

LPL Wealth Advisor | CA Insurance Lic. #0D62536