Investment Services

InvestORION offers personalized financial strategies because it is important to get to know you and your needs before any suggestions are made.

InvestORION offers access to consultations by an experienced LPL Investment Advisor Representative including:

  • Personal Financial Strategies
  • Charitable Planning Strategies
  • Retirement Planning

Schedule an appointment today!

Contact us at 309.764.8811

Email: bankorion@bankorion.com
InvestORION is located in BankORION at 5301 – 44th Avenue Drive, Moline, IL 61265.

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Please note: Do not send confidential information such as account numbers, passwords or personal information through email. For specific information about your account, please sign on to Online Banking and use the secure message feature or contact a BankORION Customer Service Representative.

    Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured BankORION deposits and are not FDIC insured. These products are not obligations of BankORION and are not endorsed, recommended or guaranteed by BankORION 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.

    Important Consumer Information

    This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

    • Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirement of, and are approved to be business by, that state; or (b) are excluded or exempted from that state's registration requirements.
    • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

    The LPL Financial Registered Representative associated with this site may only discuss and or transact securities business with residents of the following states: Illinois, Iowa, Wisconsin, and Indiana.