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 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
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 insured by the FDIC; are not deposits; may lose value; and there is no bank guarantee. View StoneX Wealth Management customer relationship summar and regulation best interest disclosure here.