Expanding the scope of its current financial product and service offering in order to better serve their customers, Exchange Investment Services, Inc. has recently added a new member to its financial services team.
Laura Thompson, a licensed financial consultant with six years of experience as a financial services assistant, resides in Baldwin County and has obtained a Bachelor of Science degree in communications and information technology from Macon State College.
“Whether you’re planning for your children’s education or a financially secure retirement, we understand the vital importance of tailoring financial products and insurance services to meet the needs and wants of our customers. That is what true investment planning is all about - offering the most sensible alternatives especially designed to help our customers reach their financial goals,” said Tommy Jefferson, program manager and executive director.
Through Exchange Investment Service’s partnership with UVEST Financial Services, customers have access to a wide variety of financial products and services, including professional money management, investment planning, stocks, bonds, mutual funds, annuities, IRAs, and much more.
Located at 250 West Hancock Street, Milledgeville, the financial services team is available by appointment to provide clients with personalized and professional financial guidance. Appointments for a free financial review can be made through any branch office.
Exchange Investment Services, Inc. is a wholly owned subsidiary of Exchange Bank.
About Exchange Bank
Exchange Bank, Milledgeville, began business in 1903, and throughout the years has exercised a position of aggressive financial leadership with continued growth and expansion within the community. They are proud to better serve their customers with three locations in Milledgeville, as well as locations in Gray and Greensboro at Lake Oconee. “It is through service and convenience that we attract new customers and maintain the loyalty of the established ones,” stated Henry J. Pope, president and CEO of Exchange Bank.
About UVEST
Since 1982, UVEST Financial Services has offered quality investment and insurance programs to financial institutions. A premiere provider of third-party brokerage, today UVEST delivers customized solutions in a consultative environment to over 300 financial institutions in more than 40 states. UVEST is dedicated to providing proven program management, product expertise, advanced technology, and superior customer service support, all tailored to meet the unique needs of each client. UVEST is a registered broker dealer and is an NASD/SIPC member firm. For more information, visit www.uvest.com.
UVEST and Exchange Investment Services, Inc. are independent entities. Investment products are not FDIC insured, not bank guaranteed, and may lose value.