Through RB&T Investment Services*, we are also able to provide our clients with access to an additional broad range of unique investment management strategies and products and services including fee-based asset management, institutional level investment services, insurance and annuities, long-term care planning, retirement plans including 401(k) fiduciary services and risk management. Solutions provided through this channel allow us to complement our overall Wealth Management offering to be able to offer "best-in-class" solutions to our clients.
Contact our knowledgeable investment professional:
Anthony Pozzi | 815.963.2172
Vice President - Rockford Bank & Trust
Branch Manager - Raymond James Financial Services, Inc.
*Securities are offered through Raymond James Financial Services, Inc. FINRA/SIPC, not a deposit, not insured by any government agency, and are not FDIC or NCUA or any other financial institution, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Rockford Bank & Trust and RB&T Investment Services are not a registered broker/dealer and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
|NOT FDIC INSURED • NOT BANK GUARANTEED • SUBJECT TO RISK AND MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A BANK DEPOSIT
Rockford Bank & Trust and Rockford Bank & Trust Investment Services are independent of Raymond James Financial Services, Inc.