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Your investment portfolio is very important and we recognize the need for comprehensive investment, retirement and insurance support. A customized approach is always best when analyzing your financial needs. With your financial objectives and risk tolerance in mind, our Investment officers will develop a strategy that best suites your financial needs and desires.

Our Personal Investing Partner
FB Financial Services partners with UVEST Financial Services to enable us to offer you access to a broad spectrum of investment products and services to best suite your needs and goals. For more than 20 years, UVEST Financial Services (UVEST) has been dedicated to serving financial institutions and their customers. We measure our own success by that of our clients - excellence in customer service is always our top priority.

Current UVEST Financial clients may click below to either view your account or conduct an online trade:

- UVEST Discount Trading
- UVEST Account Viewing

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Mutual Funds
Mutual funds are a great way for investors to diversify their portfolios.
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Stocks and Bonds
Stocks represent ownership shares in a publicly traded company. When you buy shares of a stock, you own a part of the company. As a shareholder, your investment may rise or fall with the price of the stock. Stocks carry higher investment risks than bonds or money market investments.

Bonds are essentially "IOUs" for money loaned to the bond's issuer by an investor. When you buy a bond, in return the investor receives a regular interest stream as well as the promise that the loan will be repaid at a designated date.
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Tax-Deferred and Tax-Free Investments*
How tax efficient is your investment portfolio? There are a few types of investment choices that fall under the tax-deferred and tax-free investment category.
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College Savings Plans
These days, college isn't just a dream; it's practically a requirement. And it's getting more and more expensive. There are several options available to help ensure that your children or grandchildren will be able to explore and enjoy the advantages of higher education. There are a number of different plans which can ease the cost of college and/or pre-college tuition expenses.
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Insurance, Long-Term Care and Disability
Planning for your future requires the development of a strategy to meet your financial needs. To support you in this development, FB Financial Services offers many programs to help customize to meet your goals. Insurance can assist in business develop succession planning, family and estate preservation, and income in the event of a disability and at retirement. FB Financial Services offers customized plans to meet your goals.
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Want to start investing but don't know where to begin? Talk to one of our Investment Officers. FB Financial Services provides online trading and broker assisted trading via UVEST for only $20 a trade! Contact us at:

Email: fbfin.serv@uvestmail.com
Call: (800) 400-7067

Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, Member FINRA www.finra.org /SIPC www.sipc.org. UVEST and FB Financial Services are independent entities.

Not FDIC Insured Not Bank Guaranteed May Lose Value

Not Guaranteed by any Government Agency Not a Bank Deposit