Leaders in wealth preservation and wealth management
Peoples Financial Advisors offer professional asset management and financial guidance to individuals, businesses, and non-profit organizations. As trusted advisors, we provide reliable advice, access to our experienced team, responsive service, and customized solutions for each client's situation.
As our client, we help identify (and periodically update) your financial goals, investment preferences, and risk tolerance. Then we create an investment program which matches those factors. We can also recommend other financial strategies to help grow and protect your wealth. Our trust services can benefit you and your family. Our planning process can pinpoint specific areas of interest, including retirement planning, life insurance, disability income needs, estate planning, and college funding.
A relationship manager and support staff are assigned you as our client. The relationship manager will periodically contact you. There may be meetings, reports, or informal discussion - as your preference or the situation warrants. Our staff of experts are available for consultation with you when needed. We share information as you request with your attorney, accountant, or other advisors - so that you get the best possible advice.
We strive to be flexible in providing information to clients. Some clients want lots of information. Others want convenience and need fewer details. Others just want to hear from us when there is a significant development that affects them. In any case, we are set up to communicate with clients as they wish: on line viewing of client data, e-mail, phone, or hard copy reports mailed to them.
Discover how we can help grow, protect, and potentially enhance your financial situation.
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Peoples Financial Advisors is a division of Peoples Bank
OSJ:138 Putnam Street, Marietta, Ohio 45750 * Phone (877) 376-7576 * Fax (740) 376-7112 * Securities and select investment advisory services offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, www.finra.org, an independent broker/dealer * Insurance products offered through Peoples Insurance Agency, Inc. * NOT FDIC Insured * NOT GUARANTEED by Peoples Bank * Subject to risk and may lose value.
Trust, Estate and Investment Management Services offered through Peoples Asset Management.
Each account custodied by Raymond James & Associates is protected for the net equity of the client's securities and cash positions.
The Securities Investor Protection Corporation (SIPC) provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment. Please visit www.sipc.org for more information about SIPC coverage.
We then provide additional protection (excess SIPC) through Customer Asset Protection Company, a licensed Vermont insurer rated A+ by Standard & Poor's.
Account protection applies when a SIPC-member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against market fluctuations.
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.
Are Not FDIC Insured |
May Lose Value |
Are Not Bank Guaranteed |