Wealth Management Services
First National Bank of Shiner offers wealth management services through ouraffiliation with LPL Financial. If you would like to work with a financial advisor or have him review your accounts, Gregg Ferguson is a Certified Wealth Strategist who prides himself with relationships starting with a face to face meeting so he can learn about your current financial situation, goals, and dreams! He also loves being a part of and serving the local community and is here to serve YOU!
LPL Financial offers a variety of products and services to meet your financial needs:
|| Financial Planning
Fixed Index Annuities
Estate Planning Services
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
If you would like to schedule a visit with Gregg to discuss your financial goals, give him a call at (979) 206-2200 or visit his website.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA & SIPC). Insurance products are offered through LPL or its licensed affiliate of First National Bank of Shiner and are not endorsed, recommended or guaranteed by First National Bank of Shiner. Registered representatives of LPL offer products and services using LPL Financial and may also be employees of First National Bank of Shiner and are not endorsed, recommended or guaranteedby First National Bank of Shiner. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, of First National Bank of Shiner and are not endorsed, recommended or guaranteed by First National Bank of Shiner. Securities and insurance offered through LPL or its affiliates are not insured by FDIC or any other government agency, not bank guaranteed, not bank deposits or obligations, may lose value.