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Why choose River Financial Services? When it comes to financial planning and investment advisory services, find your strength at River Financial Services, a division of River Bank & Trust. We provide access through StoneX Wealth Management to financial planning and investment advisory, as well as solutions to address the concerns of individuals, families, and business owners with the following:

Financial Management Options

  • Retirement planning: 401(k) rollover options and IRAs
  • College planning: 529 plans and Coverdell
  • Advisory services: SMA, UMA, and wrap fee programs

Product Offerings

  • Stocks
  • Bonds
  • Mutual funds
  • REITs, UITs, and ETFs
  • Annuities
  • Life insurance
  • Long-term care insurance

BrokerCheck by FINRA

StoneX Wealth Management is a DBA name used by StoneX Securities, Inc., a member of FINRA/SIPC Advisory Services offered by StoneX Advisors, Inc. The investment products sold through StoneX Wealth Management are not FDIC Insured, May Lose Value, No Bank Guarantee.

StoneX Relationship Summary