Objective Financial Advice from Someone Who Knows You

Sometimes it’s not easy to know where to begin when it comes to investing. With the abundance of choices and opportunities available, it’s difficult to confidently make a move. At Cadence Investment Services, we’ll help you understand the basics so you can make informed investment decisions.

We know that selecting the right professionals to help you plan your financial future is one of the most important decisions you will ever make. We are independent and objective, focusing solely on fulfilling your objectives — without compromise.

 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

 

Our consultants strive to help you:

  • Assess your financial situation
  • Accumulate assets for the future
  • Save and invest for retirement
  • Save and invest for education
  • Create a retirement income from your savings and investments
  • Manage the wealth you already have
  • Plan your legacy

Our wide array of products includes:

  • Roth and traditional IRAs
  • College planning
  • 401(k) plans/rollovers
  • Stocks and bonds
  • Mutual funds
  • Tax-deferred annuities
  • Managed fee-based accounts*

Contact a Cadence Investment Services professional today to discuss a strategy that can help you pursue your financial goals.

 

*Fee-based accounts are offered through LPL Financial.

 

Investments and Insurance Products:

FDIC Disclosure

*Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (link sends e-mail)/SIPC (link sends e-mail). Insurance products offered through LPL Financial or its licensed affiliates. Cadence Bank and Cadence Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, GA, FL, MS, TN, TX.

© 2016 Cadence Bank. Cadence Bank, N.A. Member FDIC    Equal Opportunity Employer Equal Opportunity Lender