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PRIMEVEST Financial Services, Inc.
Full Service Brokerage
"Best of Class" Products
Online Brokerage
Disclosures
PRIMEVEST located at State Bank
of Arcadia allows you to enjoy the convenience of conducting your
banking, insurance and investment business in one location, at the
State Bank of Arcadia.
We are here to help you:
- Plan for retirement with IRAs
- Develop a long-term investment strategy
- Protect your family's future with life insurance
- Gain an understanding of mutual funds
- Build your financial portfolio
- Utilize diversification and asset allocation techniques
- Plan for college expenses
- Minimize taxes through tax-advantaged investing*
- Create income strategies
*Consult your legal or tax counsel for
advice and information concerning your particular circumstances.
Neither PRIMEVEST nor any of its representatives may give legal
or tax advice.
- Fixed and variable annuities
- Mutual funds
- Stocks and bonds
- Life insurance
- Tax-advantaged investments
- Retirement plans
- Money market funds
- Wrap accounts
- Unit investment trusts
Open an e*PRIMEVEST
account and you'll have the capability to buy and sell stocks, mutual
funds, and options. You'll gain immediate access to quality research,
limited real-time quotes and current information on your investments.
For more information on PRIMEVEST Financial Services, Inc. please
contact:
janet.mueller@primevest.com
Securities and insurance products offered by PRIMEVEST Financial
Services, Inc.
An Independent Registered Broker/Dealer - Member SIPC
- Not FDIC insured
- Not Financial Institution guaranteed
- Not a deposit
- Not insured by any federal government agency
- May lose value
Investment Representatives 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. The
information on this web site does not constitute an offer to sell,
or a solicitation of an offer to purchase brokerage services to
persons outside of the United States.
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