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:
Fixed Index Annuities
Estate Planning Services
Money Purchasing Plans
Profit Sharing Plans
| Disability Income 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 his website.
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.
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