WHAT CAN I EXPECT FROM YOUR ADVISORS?
Our advisors understand that members of our community are concerned with safety and seek sound planning for their future. Our advisors spend a great deal of time getting to know their customers, becoming acquainted with their family, short- and long-term goals, time horizon, risk tolerance and many other personal factors to ensure that any plan they recommend is suited to their customers’ unique needs.
WHAT ARE SOME OF THE SOLUTIONS YOU OFFER INDIVIDUALS, FAMILIES AND BUSINESS OWNERS?
We provide access through INFINEX Investments for investment advisory as well as the following products and programs:
- 401(K) ROLLOVERS and IRA’S
- 529 PLANS and COVERDELL STOCKS and BONDS
- MUTUAL FUNDS
- REITS, UITS and ETFS
- ANNUITIES
- LIFE INSURANCE
- LONG-TERM CARE INSURANCE
WILL YOUR ADVISORS SELL ME SOMETHING I DON’T UNDERSTAND?
We understand that financial planning can be daunting. That’s why we work hard to ensure that all of your questions are answered and that you completely understand all fees, goals, terms and potential risks involved in the use of our products and services. Our goal is to educate our clients and ensure they are comfortable with financial decisions, no matter how long the process may take.
ARE THE PRODUCTS AND SERVICES OFFERED GUARANTEED BY THE BANK OR FDIC INSURED?
The products and services offered by River Financial Services through INFINEX are similar to products offered through any financial broker or dealer and are not insured by the FDIC or any other agency of the United States.
At River Bank & Trust, we value our community and work hard to ensure that every customer is positioned for success – knowing that success means something different for each person. For additional questions, visit riverbankandtrust.com/financial-services/.
MEET THE EXPERT
Polly Hardegree has been in the banking industry since 1973. She is currently Executive Vice President of Wealth Management and Retail Banking. Reach her at 334.290.2673 or phardegree@river.bank.com.
Investment and insurance products and services are offered through INFINEX INVESTMENTS Member FINRA/SIPC. River Financial Services is a trademark name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.
