Financial and Advisory Services
To round out our full range of investment management capabilities, our local professionals can offer a complete spectrum of brokerage and financial advisory services through our bank’s relationship with Raymond James Financial Services, Inc.*
You can count on us for an unbiased opinion and quick, clear answers. Please visit or call anytime to discuss your investment options.
*Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Security National Bank and investment center are not registered broker/dealers and are not affiliated with Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
At the end of the day, you are the most important part of investing. Where you want to be, what you hope to achieve, and how you want to live – all of that truly matters to us. We’ll get to know you and use our experience and expertise to make your vision a reality.learn more
Individual Retirement Accounts – IRAs
Support your retirement goals with an IRA. We offer various options and will help you select an IRA that suits your needs. You can benefit from potential tax advantages, save money for retirement, and grow your funds.learn more
Investment Management Resource Center
There are a lot of components related to investing. We want to help you feel the peace-of-mind that comes from being informed. Access articles, guides, and other helpful resources to give you a better understanding of money management and investment.learn more