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Investment Services
Investment Services

Investment Services

At Peoples First Community Bank, we are always looking for ways of broadening the scope of services we offer. We are proud to inform you that Smith Barney now provides investment services to our customers. Smith Barney is recognized as one of the leading investment firms around the world. You will be treated with the same personal, professional service you have come to expect from Peoples First Community Bank.

Smith Barney Financial Consultants provide investment and financial planning guidance for individual investors, and consult with corporations and businesses regarding company-sponsored retirement plans. With Smith Barney's state-of-the-art technology, they can assist you in assessing your personal retirement planning, education planning, and portfolio diversification needs. Let them introduce you to Smith Barney's extensive selection of growth-oriented, income-oriented, and tax advantaged investments, including annuities, individual stocks and bonds, and mutual funds.

You can now come by select Peoples First Community Bank branches and talk to Smith Barney's on-site financial consultant and ask about a no-cost, no-obligation initial consultation.

Locations

Please select an Investment Center location.

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About Smith Barney

Smith Barney is a global, full-service financial firm, which provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world.

As a leader in the U.S. securities industry, Smith Barney's core services include sales, research and trading for individuals and institutions, underwriting, advisory and specialty financing for corporations and government entities, mutual fund services, and futures and asset management.

As the nations second largest retail brokerage firm, Smith Barney offers clients a full range of investment products including stocks, bonds, mutual funds and annuities and services such as advice on retirement planning, asset allocation, portfolio management, college funding, estate planning, trust services (not available in all states), and other services for affluent investors.

About Our Partnership

Smith Barney and Peoples First Community Bank have entered into an agreement to have a Smith Barney Investment Center at select Peoples First Community Bank locations. Employees of Smith Barney are not employees of Peoples First Community Bank, nor do they sell bank products.

Non-deposit investment and insurance products and services that are offered through Smith Barney and/or related agencies:

  • Are not insured by the FDIC;
  • Are not deposits in or obligations of Peoples First Community Bank and are not guaranteed by Peoples First Community Bank; and
  • Are subject to risk, including the possible loss of investment principal.

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