Financial Planning and Investments
If you have been unsure of how to get started with your financial planning, the answers can be found at your local Independent Bank office. Independent Financial and Insurance Services, a subsidiary of Independent Bank, offers the convenience of conducting brokerage and banking business at the same location.
Let our experienced team of investment executives develop a financial strategy to help you meet your goals.
Independent Financial and Insurance Services offers a full range of investment products and services including:- Annuities
- Stocks
- Mutual Funds
- Portfolio Evaluation
- Retirement Planning
- U.S. Government Securities
- Disability Insurance
- Life Insurance
- Long-term Care Insurance
- Brokered Certificates of Deposit
Securities and insurance products are offered through PrimeVest Financial Services, Inc., an independent, registered broker/dealer. Member NASD/SIPC.
Investment products are:- Not FDIC insured
- May lose value
- Not deposit products
- Not insured by any federal government agency
