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Financial Planning for Brighter Tomorrows

At Gate City Investment Services, we specialize in ventures like saving for college, selecting the right investments and planning for retirement. And we’d love to help you get ahead for tomorrow, today.

Get Started

Hello, Future Investments!

Our experienced advisors provide customized options and excellent customer service that starts with an easy four-step process:

  • Meet Your Advisor

    Each advisor's license is held by LPL Financial, bringing specialized investment planning knowledge to the table.

  • Let’s Get to Know You a Little Better

    In addition to assessing your current financial position, your personalized advisor will chat with you about your hopes for the future, gauging your comfort level with time frames and risk.

  • Set Your Path to Independence

    After establishing your financial goals, your advisor will help lay out a customized action path forward, covering everything from assets and liabilities to cash flow and tax strategies.

  • Don’t Forget to Follow Up

    Once you’re up and running, your advisor will set up an annual review to adjust your plan accordingly and make sure everything is going smoothly.

Investment Planning Services:

  • Portfolio Evaluation
  • Retirement Planning
  • College Funding

  • Municipal Bonds
  • Unit Investment Trusts
  • Government Securities
  • Corporate Bonds
  • Fixed Annuities

  • Mutual Funds
  • Common Stock
  • Preferred Stock
  • Variable Annuities

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Let’s get you started! Simply call 701-551-1889 or contact a knowledgeable advisor today to start planning for a brighter tomorrow.

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Protect What Matters Most.

While we’re on the topic of your future, keep our insurance offerings at Gate City Insurance Agency in mind. Comprehensive plan options, competitive quotes and exceptional customer service are just a few of our ways to take care for those future moments.

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. Gate City Bank and Gate City Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Gate City Investment Services, and may also be employees of Gate City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Gate City Bank or Gate City Investment Services. 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

Your Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit LPL Disclosure for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.