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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 4pm

LPL Financial Located at Itasca Bank & Trust Co.

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Itasca, IL
LPL Financial Located at Itasca Bank & Trust Co.

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from LPL Financial Located at Itasca Bank & Trust Co., Financial service, 308 West Irving Park Road, Itasca, IL.

Our experienced financial advisors offer investment services to the Itasca, Roselle, and surrounding communities, including financial planning, retirement planning, investment management, small business financial services, and more.

10/31/2026

No tricks, just treats!

This Halloween, we're skipping the scary surprises and focusing on planning for a confident financial future.

Wishing you a day full of fun, family, and maybe a little extra chocolate.

Happy Halloween!

10/30/2026

Estate planning isn't only about what happens after you're gone. It's also about helping prepare for life's unexpected challenges while protecting the people and goals that matter most.

Read our latest blog to learn more: https://www.itascabank.com/investment/blog/blog/2026/10/01/5-ways-to-pay-for-long-term-care-while-on-medicare

10/26/2026

Wealth transfer isn't just about assets. It's about the people, values, and legacy you hope to leave behind.

As the year winds down, consider whether your estate plan still reflects your current wishes, family dynamics, and long-term objectives.

Small updates today may make a significant difference for your loved ones in the future.

Swipe to explore key reasons a wealth transfer review may be worth adding to your year-end checklist.

10/23/2026

Have you clearly communicated your intentions, or are your loved ones left guessing?

Estate planning isn't just about documents and accounts. It's about making sure the people you care about understand your wishes, values, and goals for the future. A conversation today may help prevent confusion tomorrow.

10/21/2026

Long-term care isn't a topic most people enjoy thinking about, but it's an important part of a comprehensive retirement strategy.

Whether care is needed at home, in an assisted living facility, or elsewhere, the associated costs can add up quickly. Understanding your options today may help provide greater confidence for tomorrow.

Visit our Life & Long-Term Care Insurance page to learn more about ways to prepare for future care needs. https://www.itascabank.com/investment/life-long-term-care-insurance

Ready to start the conversation? Contact us today.

10/19/2026

Retirement is a milestone worth celebrating—but it could last longer than you think.

With many retirees spending 20, 30, or even more years in retirement, having a withdrawal strategy that balances today's needs with tomorrow's goals is essential.

The way you draw income from your retirement accounts can have a significant impact on your long-term financial security.

Click below to read more.

Retirees may spend 30 years or more in their retirement, and therefore need a retirement plan that supports longevity.

10/16/2026

There isn't a one-size-fits-all approach to planning for long-term care. Exploring your options before you need them can help reduce stress and create more confidence for the future.

Learn more in our latest blog: https://www.itascabank.com/investment/blog/blog/2026/10/01/5-ways-to-pay-for-long-term-care-while-on-medicare

10/15/2026

Medicare Open Enrollment begins today!

From October 15 through December 7, Medicare beneficiaries have the opportunity to review their current coverage and make changes for the year ahead. Even if you're happy with your existing plan, it's worth taking a fresh look to ensure it still meets your healthcare needs and budget.

Compare your options, review your coverage, and prepare for the year ahead.

10/14/2026

Many people plan for retirement, but fewer plan for the possibility of needing long-term care.

A thoughtful insurance strategy can help address future care expenses while protecting the assets you've worked hard to build.

Whether you're exploring life insurance, long-term care coverage, or both, we're here to help.

Learn more about your options: https://www.itascabank.com/investment/life-long-term-care-insurance

Reach out to our team to start the conversation.

10/12/2026

Your future goals deserve a plan.

This National Savings Day, take a moment to think about where you'd like to be one year, five years, or even 20 years from now. A thoughtful savings strategy can help turn those goals into reality.

If you're ready to take the next step, we're here to help.

Contact us to start the conversation. https://www.itascabank.com/about/contact-us

Address

308 West Irving Park Road
Itasca, IL
60143

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Telephone

+16308754234

Website

https://www.itascabank.com/investment/investment-services

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