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Investment Services
At FIRST NATIONAL Financial Services we are committed to helping our clientsturn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an NASDmember firm.
To view your brokerage account online, click here.
To learn more about these and other investment solutions, contact our financial consultant Clay Ramlow, located at 489 Highway 71 W, Bastrop, Texas 78602, (512) 581-4418 or (512) 321-2561.
Products & Services
| Stocks & Bonds Tax Advantaged Investments Mutual Funds Annuitie Insurance Products Trust Services |
Individual Retirement Accounts Business Retirement Plans Retirement Planning Education Planning & 529 Plans Professional Asset Management Financial & Estate Planning |
Securities and investment advisory products are offered by UVEST Financial Services, Member NASD, SIPC and a SEC registered investment advisor. Insurance products are offered by UVEST Financial Services Group of TX, Inc.
UVEST is independent of First National Bank and First National Financial Services.
Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
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Not Guaranteed by any Government Agency |
Not a Bank Deposit |
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