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Whether your retirement is a few months or a few years in the future, you'll want to make sure you have a solid plan in place. If you have an employer sponsored retirement plan, sheltering it from taxes by using a Rollover IRA may be the key to your financial future. 

 

We offer a no-obligation review designed to help you make these important decisions. That assessment will include your risk and comfort level with your investment portfolio, what your budget allows for investment and the various factors in your personal situation. Our recommendations are not based on commissions.

 

First National Bemidji Investment Services offers investments with long-term focus opportunities. These investments are not insured by any government agencies and are not bank deposits. They carry no financial institution guarantee, are not insured by the FDIC and may lose value. Call Ryan Welle at 218-333-4342, David  Balmer at 333-9613 or Darlene Dorr at 218-333-4349 to discuss your investment options.

 

Investment and Insurance Products are offered through Raymond James Financial Services, an independent registered securities broker/dealer, a licensed  insurance agency, a SEC Registered Investment Adviser, and a member FINRA/SIPC, OSJ.  First National Bank Bemidji and Raymond James Financial Services are not affiliated. Ryan Welle, David Balmer and Darlene Dorr are registered representatives of Raymond James Financial Services. 

Investment and Insurance products:

  • Are NOT insured by any government agency.

  • Are NOT bank deposits.

  • Carry NO financial institution guarantee.

  • Are NOT insured by the FDIC.

  • May lose value.

  • Check the background of this firm or investment professional on FINRA's BrokerCheck

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Securities offered through Raymond James Financial Services, Inc.

member FINRA/SIPC

 


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