Southside Investment Services
- Provided by Raymond James
Investment services you can trust.
Get human-driven advice that can make a difference. As independent, professional advisors, we offer a personalized financial strategy that can help you achieve the investment results you want, grow and protect your wealth, and plan for retirement. We are committed to excellence, so we will select investments together by learning what tolerance for risk is right for you. From trust services to charitable giving to investing for your future, we consider it a privilege to work with you in creating your legacy.
Investment Services
Our
Approach
Our services are comprehensive and cover all phases of life, from honing in on retirement to planning for your children’s education. Whatever the milestone may be, we’ll be there to serve you.
Holistic Financial
Planning
Whether you’re looking to build your money over time or generate income in retirement, confidence in your financial plan comes with knowing your assets are properly invested.
Investment Solutions
We sift through the many investment strategies, managers and products to uncover those we believe to be of quality, judged by potential for growth, capital preservation, income and other factors.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs.
Retirement
Planning
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you.
Risk Management
It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.
Longevity
Planning
Today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement.
Fixed Income Services
With a deep understanding of bonds and fixed income investments, we can help you integrate these core investments into your custom financial plan using a process that is defined, focused and disciplined.
Let's talk about how we can serve you.
Get in touch with a local financial advisor by calling one of the numbers below.
Tyler
903.533.7300
Fort Worth
817.367.4662
Lufkin
936.631.3548
We want you to know that investment products provided by Southside Investment Services:
Are Not Insured by the FDIC or Any Federal Government Agency | May Lose Value | Are Subject to Risk | Are Not Bank Guaranteed | Are Not Deposits
