Wealth Management Services

First National Bank of Bellville offers wealth management services through our affiliation with LPL Financial. if you would like to work with a financial adviser or have him review your accounts, Bo Thibodeaux is a Certified Wealth Strategist who prides himself with relationships starting with a face to face meeting so he can learn about your current financial situation, goals and dreams! He also loves being a part of and serving the local community. He is here to serve YOU! Go See Bo!                                          


LPL Financial offers a variety of products and services to meet your financial needs:


Investments Financial Planning Insurance
Bonds
Common Stock
CDs
Structured CDs
Mutual Funds
ETFs
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity
Fixed Annuities
Fixed Index Annuities
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Planning Services
Money Purchasing Plans
Profit Sharing Plans
 Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

If you would like to schedule a visit with Bo to discuss your financial goals, give him a call at (979) 206-2200 or visit hiswebsite

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliate of First National Bank of Bellville and are not endorsed, recommended or guaranteed by First National Bank of Bellville. Registered representatives of LPL offer products and services using LPL Financial and may also be employees of  First National Bank of Bellville and are not endorsed, recommended or guaranteed by First National Bank of Bellville. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, of First National Bank of Bellville and are not endorsed, recommended or guaranteed by First National Bank of Bellville. Securities and insurance offered through LPL or its affiliates are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, may lose value. 

Legal Notice-First National Bank of Bellville's site includes links to other Internet sites. These sites are independent from First National Bank of Bellville and First National Bank of Bellville does not endorse, approve, certify or control these sites and does not guarantee the accuracy, completeness, efficacy or timeliness of information contained therein.