Investment Overview

A Partnership with UVEST

To assist you with the securities investment portion of your financial strategy, First South Bank has formed a unique partnership with UVEST Financial Services. Through this partnership, First South Bank customers, as well as the general public, will have access to a full range of investment options, including financial needs analysis, mutual funds, annuities, life insurance and more. UVEST is a registered broker/dealer that has been offering a wide range of investment products and services to banks since 1982.

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Planning Your Financial Future

In today's financially demanding and complex world, we recognize the need for more comprehensive investment and insurance support. Therefore, we recommend a customized approach to analyzing your financial needs. As a first step in this planning process a UVEST Investment Consultant will work with you to develop a personalized, comprehensive investment and insurance strategy.

Whether your goals include college education funding, retirement planning, generating income, or tax reduction strategies - whether your objectives are growth, safety, income, or a combination of all three - First South Bank and your UVEST Investment Consultant are committed to helping you reach them.

For more information about our Investment Services or UVEST Investment Consultants, complete the information e-mail request or call 1-800-940-4903 to speak with a UVEST Consultant.

Still have questions? Check out our "Frequently Asked Questions" to see if someone else was wondering the same thing.