Our Services

The investment advisory process at Brannen & Lyle Investment  Company begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals and a plan for helping you reach those goals

  • Individual Retirement Plans (IRA's, Roth IRA's)
  • College Funding Plans (529 Plans)
  • Cash Management Plans (Interest Checking)

Our core services include:  Insurance & Investments

Fee Based Investments offered through Charles Schwab & Company, Inc. 

  • Personalized Investment Portfolio Management  
  • Access to Institutional and Professional Money Managers
  • Quarterly Performance Monitoring & Reporting
  • On-line Account Statements 

Traditional Investments (*Securities offered through Cetera Advisors LLC)

  • Certificates of Deposit (FDIC Insured)
  • Full Service Brokerage Accounts*
  • Common Stocks*
  • Government Securities*
  • Municipal and Corporate Bonds*
  • Mutual Funds*
  • On-line Account Statements


  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Health Insurance
  • Annuities* 

For Businesses we offer:

  • SEP Plans
  • Simple IRA Plans
  • 401(k) Plans
  • Pension & Profit Sharing Plans 
  • Employee Continuation Plans
  • Executive Incentive Programs