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 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. To learn more, visit our Web site.
Independent Financial and Insurance Services offers a full range of investment products and services including:
- Annuities
- CMOs
- Insurance
- Municipal Bonds
- Structured Notes
- Corporate Bonds
- Fixed Income
- Money Markets
- Mutual Funds
- UITs
- 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, registered investment adviser and licensed insurance agency. Member FINRA / SIPC .
Investment products are:
- Not FDIC insured
- May lose value
- Not bank guaranteed
- Not deposit products
- Not insured by any federal government agency
View PRIMEVEST privacy policy and other important information .
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
