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Business Financial Planning | Community & Southern Bank | Atlanta - Carrollton - Ellijay | GA - Georgia

Business Financial Planning

Wise management of your business assets is important, and with financial planning specialists available right here from a friendly team you know and trust, it's an endeavor you can feel confident about pursuing. We offer a variety of services to accommodate the needs and goals of any experience and risk level. We can talk with you about any of the following services and investment options:

Services available

  • Portfolio analysis, evaluation and diversification
  • Equity and fixed-income research
  • Asset management
  • Corporate retirement planning

Investment options

  • Common stocks
  • Mutual funds
  • Fixed and variable annuities
  • Mortgage-backed securities
  • Over-the-counter securities
  • Preferred securities
  • Government and agency bonds
  • Corporate bonds
  • Tax-advantaged municipal bonds
  • Zero-coupon bonds
  • Trusts

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer; and are not insured by FDIC, NCUA or any other government agency; 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. Your experiences may vary. Community & Southern Bank and Community & Southern Investment Services are independent of Raymond James Financial Services, Inc.