SMB Investment Services can help take the mystery out of investing, Annuities and Retirement Planning. Your private, confidential consultation will help provide or help develop the information necessary for an informed, workable financial plan to help you achieve your goals.

Our Raymond James financial advisors have been providing investment guidance to the Joplin, Carthage, and surrounding local communities for over 20 years of combined service.

When you choose SMB Investment Services you benefit from the solid reputation and abundant resources of our broker-dealer, Raymond James Financial Services, Inc., a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF) - one of the most highly regarded investment firms in the country.

We distinguish ourselves from other firms by the emphasis we place on understanding your needs, goals, and risk tolerance, before any investment recommendations are made. Knowing you as a person is essential to creating a meaningful investment program to suit your specific financial situation.

Whether you are planning ahead for retirement, developing an estate plan, or managing an income portfolio, we can help you with the appropriate investments and necessary planning to help meet your goals.

With the wide variety of available investments and the constantly changing investment environment, it is now more important than ever to have the professionalism and knowledge of a financial advisor.

We invite you to call and make an appointment or stop by at your convenience. We're looking forward to meeting you!

Other Financial Products and Services

• IRA's
• 401k rollovers
• College funding
• Small business retirement
• Mutual funds
• Stocks
• Municipal bonds
• Government bonds
• Corporate bonds
• Annuities
• Investment research
• Certificates of Deposit
• Money Market funds
• Online account access

How Do I Build Wealth?

• Pay yourself first - Use a 401k. Pre-tax savings with possible company match, Roth IRA (Tax Free Saving), or open an SMB Money Market account
• Systematic investing monthly
• Reduce personal/consumer debt
• Put together a plan with our Advisors

Securities are offered through Raymond James Financial Services, Inc Member FINRA/SIPC and:

• are not insured by the FDIC or any other governmental agency;
• are not bank deposits or other obligations or guaranteed by the bank;
• are subject to investment risk, including possible loss of the principal invested;
• SMB Investment Services and Southwest Missouri Bank are independent of Raymond James Financial Services..

This site is published for residents of the United States only. Raymond James' financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all 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 jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability .