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

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Financial Planning

Wise management of your assets and planning for the future are important. That is why we have financial planning professionals available right here from a friendly team you know and trust, making it 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. When it comes to financial planning, we can talk with you about any of the following and more:

  • Personal retirement planning – 401(k), IRA, SEP, and KEOGH plans are available
  • Portfolio analysis, evaluation and diversification
  • Equity and fixed-income research
  • Asset management
  • Estate and trust planning
  • Education planning

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.

Raymond James financial advisors may only conduct business with residents of the United 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.