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Fremont Bank Investment Services

Investment Services

 

Investment Services

Our vision at FB Financial Services is to provide our clients superior financial strategies, comprehensive products and an unparalleled service experience.


The partnership you have with Fremont Bank extends to FB Financial Services through our broker dealer1.


Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive financial plan, we’re here to help.


Our Financial Representatives can provide you individualized service, and is here to work directly with clients like you. Not all reps are 65/66 licensed. 

Services include:

  1. Reviewing Your Current Financial Plan
  2. Retirement Planning
  3. IRA, 401(k), 403(b), 457 plans, and TSP Rollovers
  4. Tax Efficient Investments
  5. Retirement Income Strategies
  6. Education Funding
  7. Life and Long Term Care Insurance

To get started designing your plan, contact us today to schedule a complimentary, no-obligation appointment call (800) 400-7067.

1 Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC Insurance products offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Financial Services, a Division of Fremont Bank are not registered broker/dealers and are not affiliated with LPL Financial.

For specific tax advice, please consult a qualified tax professional.

Investment and Insurance Products offered through LPL Financial are:

NOT A BANK DEPOSIT NOT GUARANTEED BY THE BANK MAY LOSE VALUE
NOT FDIC-INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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