Investment Products and Services
First State Bank, Yoakum and branch, Community Bank of Moulton, are pleased to offer convenient on-site access to investment products and services through Crossroads Financial Services and their financial consultant, Guy James.
Call Today to Schedule Your Complimentary Consultation!
We invite you to visit with Guy in our Yoakum or Moulton locations at no cost to you. He can help answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level¹.
Contact Christine Zimmermann, Administrative Assistant, today at (361) 293-9231 to schedule an appointment with Guy in either location.
Retirement | Estate | Insurance | Education
Financial Planning | Asset Management
Equities | Fixed Income Securities | IRAs, Fixed & Variable Annuities
Mutual Funds l Structured Products | Tax Advantaged Investments
Business Investment Services | Employee Benefits Planning
¹ In most cases the initial consultation is complimentary. Fees for your financial plan, products, and services are determined by the level of service requested, your needs and the experience and credentials of the Financial Planner.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with First State Bank, Community Bank of Moulton or Crossroads Financial Services, LLC. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: TX
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