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Raymond James Financial Services at Adams Bank & Trust

About

Focus on investment management and wealth planning through sound financial advice.

Description

As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with sound investment alternatives and the latest information and technology available. We strive to present information in a straightforward, understandable manner so that together, with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them.

Adams Bank & Trust began in 1916 when G.D. Adams and E.C. Wolf were granted a Nebraska State Banking Charter. Adams Bank and Trust, is a growing full service financial institution located in Nebraska, Colorado and Kansas. In this time, the bank has grown to more $700 million in assets with 19 locations, 11 in Nebraska, 7 in Colorado and 1 in Kansas.

The bank prides itself on relationship banking with its customers and firmly believes your family banking tradition deserves their family banking tradition. This is no better represented than by the addition of the 5th generation of Adams Family Bankers in 2011.

Raymond James Financial Services, located at Adams Bank and Trust, was established in 1981 and is dedicated to providing professional service to its clients through the use of sound financial advice. Offering a wide range of investment services and alternatives, our team is committed to helping its customers achieve their financial goals. Specializing in investment management and financial planning, our team works with clients to design investment portfolios to meet their individual needs.

Our team offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, mutual funds, annuities, IRAs and insurances. Whether you need assistance implementing a small business retirement plan, protecting the family business or just need financial jargon explained, we will put you—and your needs— first.

General Information

Investment advisory services offered through Raymond James Financial Services Advisors, 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. Adams Bank & Trust and ABT Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James does not provide tax advice.

Disclaimer: http://raymondjames.com/smicd.htm

Impressum

As financial advisors, our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with sound investment alternatives and the latest information and technology available. We strive to present information in a straightforward, understandable manner so that together, with our clients, we can determine the most appropriate options available for their portfolios. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them.

Adams Bank & Trust began in 1916 when G.D. Adams and E.C. Wolf were granted a Nebraska State Banking Charter. Adams Bank and Trust, is a growing full service financial institution located in Nebraska, Colorado and Kansas. In this time, the bank has grown to more $750 million in assets with 19 locations, 11 in Nebraska, 7 in Colorado and 1 in Kansas.

The bank prides itself on relationship banking with its customers and firmly believes your family banking tradition deserves their family banking tradition. This is no better represented than by the addition of the 5th generation of Adams Family Bankers in 2011.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc., 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. Adams Bank & Trust and ABT Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James does not provide tax advice.

Disclaimer: http://raymondjames.com/smicd.htm

Address: 315 N Spruce St, Ogallala 69153
Phone: (308) 284-4071
State: NE
City: Ogallala
Street Number: 315 N Spruce St
Zip Code: 69153
categories: estate planning lawyer, financial planner


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