Investment Services - A Division of Southwest Missouri Bank
We're as dedicated to your goals as you are. Your needs become more complex as you move through life – changing careers, planning for retirement, raising your family, sending kids to college, and when it's time to enjoy your hard-earned retirement. We believe in having the right plan and a trusted advisor to help you through all seasons of life - whatever they may be.
Meet Our Financial Advisor
Financial Advisor, RJFS
Retirement distribution options
Stocks, Bonds, Mutual Funds & Annuities
Life insurance protection for debt coverage and business succession
Investment management for the corporation and for yourself
300 W Third
Carthage, MO 64836
Phone: (417) 237-3766
Fax: (417) 359-1044
Monday & Friday: 8:30 AM-5:00 PM
1000 E 32nd St
Joplin, MO 64804
Phone: (417) 781-6018
Fax: (417) 621-6901
Tuesday - Thursday: 8:30 AM-5:00 PM
Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, an independent broker/dealer and are not insured by FDIC or any other bank insurance, or any other governmental 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. SMB and SMB Investment Services are not registered broker-dealers and are independent of Raymond James. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of 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 jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Investors should consider the investment objectives, risks, and charges and expenses of mutual funds carefully before investing. The prospectus contains this and other information about this investment. The prospectus is available from your financial advisor and should be read carefully before investing. Diversification and strategic asset allocation do not ensure a profit or protect against a loss. Investments are subject to market risk, including possible loss of principal. The process of rebalancing may carry tax consequences.