First National Bemidji Investment Services
Retirement and Investment Planning
Ryan Welle and David Balmer - "Registered Representatives"
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.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.
For more information, call Ryan Welle at 218-333-4314 or David Balmer at 218-333-9613. We are available to meet with you to discuss your investment options.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Neither First National Bank Bemidji or First National Bemidji Investment Services are a registered broker/dealer, nor are they affiliated with Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including possible loss of principal.
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