No two investment strategies are alike, because every investor has his or her own unique goals and plans for the future. First National understands that an investment strategy only works for you if it achieves your individual goals, so our Investments and Planning advisors apply their extensive knowledge and experience to develop a customized plan that is all yours. With what we believe to be the highest level of personal service, professional guidance and outstanding products, we work together to assist you in achieving your goals, along with the highest possible level of satisfaction.
Contact an Investments and Planning advisor from First National today at 888-916-8378 or submit an inquiry and an advisor will contact you.
Investments & Planning Services:
- Planning for retirement, education, protection and estate planning
- Fee-based managed accounts
- Mutual funds
- Stocks and bonds
- Traditional, Roth, and education IRAs
- Tax-deferred fixed and variable annuities
- Life, disability, and long-term care insurance
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. First National Bank and the Investment Center are independent of Raymond James Financial Services.
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