Investment Overview

UVEST Financial Services, Inc.

To assist you with the securities investment portion of your financial strategy, First South Bank makes securities brokerage services available through an affiliation with an independent broker-dealer, UVEST Financial Services (UVEST). Through its affiliation with UVEST, 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, certain investors may have the need for more comprehensive investment and insurance support. Therefore, UVEST recommends 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 - your UVEST Investment Consultant is committed to helping you reach them.

For more information about 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 "Frequently Asked Questions" to see if someone else was wondering the same thing.

Securities and insurance products are offered by UVEST Financial Services and its affiliates, member FINRA / SIPC. UVEST and First South Bank are independent entities.