Investment Services

Team Kyle Roberts

Kyle Roberts
Investment Executive

Tel: (903) 676-1936

Your Full Service Investment Firm

Busy lifestyles and multiple priorities make successful financial strategies more challenging than ever.  In today's complex and ever changing financial marketplace, it's important to take a team approach toward pursuing financial independence.  When you join with your First State Financial Services Representative, you create a powerful team.

What We Do 

With our knowledge and the convenience of a full-service investment firm at your command, achieving financial independence can be more than just a dream.  We're ready to help you turn your financial goals into a reality.  We feature a wide range of investment opportunities to address your needs.  Services provided include:

  • Retirement Strategizing                                     
  • Financial Strategizing
  • Estate Strategizing
  • Portfolio Reviews
  • Traditional and Roth IRA's
  • IRA Rollovers
  • 401K Transition Assistance
  • Employee Retirement Accounts
  • Fixed & Variable Annuities
  • Life & Disability Insurance
  • Mutual Funds
  • College Education Savings Plans
  • Long Term Care Insurance

 

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  First State Bank and First State Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.  The investment products sold through LPL Financial are not insured by First State Bank deposits and are not FDIC insured.  These products are not obligations of the First State Bank and are not endorsed, recommended or guaranteed by First State Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, CO, NC.


  

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