Investments

National Exchange Bank & Trust has utilized Raymond James Financial Services, Inc. as our broker dealer to provide our customers the convenience of having your investment and bank accounts all in one place. Our Raymond James financial advisors can meet with you at select National Exchange Bank & Trust locations allowing you to handle all your financial needs under one roof. There is never an obligation or charge for consultation (by appointment only.)

Raymond James Financial Services Jenni Riedeman, Financial Advisor Adam Stone, Financial Advisor Located at: National Exchange Bank & Trust 130 S. Main St. Fond du Lac, WI 54935 Phone: 920.921.7765 Toll-free: 877.515.4508 Email Us

Our Objective
Our most important objective is to understand your unique financial needs and provide a portfolio of the highest quality investments available to meet those needs. We strive to develop an individual, diversified portfolio that strikes a balance between the returns you want and the risk with which you feel comfortable.

We offer a highly personal level of service that goes beyond just marketing investments. Our recommendations are based solely on merit - there is never an obligation to offer any investment which is not in your best interest and consistent with your stated financial objectives.

Products Offered:

Mutual Funds
Tax-Deferred Annuities
Self-Directed IRAs
Stocks
Bonds
Life Insurance
Long Term Care Insurance
And more…


Services Offered:

•Financial Planning: We look at your complete financial picture and develop a plan to help achieve your goals.
•Retirement Planning: We can help you live the lifestyle you desire by designing an investment strategy to help you meet your retirement goals.
•IRA Rollovers: If you have money invested in a former employer’s plan, you may be able to roll the money over to an IRA account in your name and have complete control over it.
•Business Planning: We offer options for owners and employees of businesses of all sizes, from self-employed retirement plans, such as SEPs and SIMPLEs to 401k, 403b, and deferred compensation plans for large corporations.
•Education Planning: If you are concerned about the rising costs of higher education, we can help you establish an education plan for your child or grandchild that will allow your investments to grow tax-deferred.
•Insurance: From simple life insurance to long-term care, look to us for this important piece of your financial puzzle.


Our Commitment
Your financial advisors will continue to monitor the performance of your investments. We strive to build and maintain quality, long-term relationships by employing the highest standards of customer service and financial expertise to help our clients make sound investment decisions. For more information, visit www.raymondjames.com or call us today to start planning your financial future.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC (www.finra.org)(www.sipc.org), an independent broker/dealer. Securities are: Not insured by FDIC, NCUA or any other financial institution insurance or government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.

National Exchange Bank & Trust is independant of Raymond James Financial Services

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.