Services
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 Osaic Institutions, Inc. 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
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the River Bank & Trust are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.