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At Grayson National Bank, we understand the importance of good, sound financial management. Whether you're investing for college, retirement or just trying to maximize your returns and make your money work harder, you want to work with someone you can trust.
Through Grayson Investment Services and Infinex Investments, Inc,*, we are able to offer you access to a complete, full-service brokerage that will allow you to invest in:
- Mutual funds
- Real estate investment trusts
- A 529 Plan for tax-advantaged college savings**
- Life insurance
- Long term care insurance
- A variety of other investment products
For those who choose to guide their own investments, we offer straightforward transaction-based services and the option of convenient online trading, as well as the advice and expertise of our
seasoned Infinex* professionals in making your investment decisions. For those who prefer a less hands-on approach and choose to have their investments reviewed, assessed and automatically brought in line with their financial goals by our professional financial management team, we also offer a more extensive Investment Advisory service.
Our Infinex* broker, Doug Morgan, is available to meet with you at your convenience to discuss how he can help with your financial planning and investments. To schedule an appointment, call
276/238-2411 or toll free 1-866-773-2811. Look up your broker at: http://brokercheck.finra.org/
*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Infinex Financial Group is owned by a consortium of depository institutions and state bank trade associations. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
**Depending on your state of residence and/or the beneficiary's state of residence, there may be an in-state 529 plan that can provide tax and other benefits. Before investing in any state's 529 plan, you should consult your tax adviser.