Provided by Raymond James
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. When you invest with us, you gain a relationship with a professional advisor who is invested in you and your specific goals. As you navigate defining long-term objectives and financial circumstances that change over time, we’re here to serve as your trusted guide. You can count on us to operate with integrity, providing sound risk management and high quality investment products that are right for you.
Financial Planning
Investment Solutions
Portfolio Management
Retirement Planning
Risk Management
Longevity Planning
Fixed Income Services
Investment Management Accounts ($500K and above)
Custody Accounts
Trusts
Estate Management
Employee Benefit Plans and IRA's
Special Assets Management (Oil & Gas, Real Estate, Timberland, Farm & Ranch)
We want you to know that investment products provided by Southside Investment Services: