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Today’s global economy promises a multitude of opportunities for building your wealth. But very few of those opportunities will actually result in solid, steady management of wealth and stability for your future.
Wealth doesn’t materialize overnight. Strategic planning, intentional management, and wise choices are imperative for a successful financial future.
But you know that. That’s why you’re looking for someone that will be as invested in your financial future as you are; someone that will help in your personal financial planning journey.
Let us welcome you to Peoples Investment Services. Here, we do things differently.
Our multifaceted approach to building wealth starts with a deep understanding of every aspect of the financial world and the ability to offer a solution to any need you may encounter.
But what matters most to our process is what matters most to you. Which is why the first step in your wealth management journey with us will always be listening.
We seek to gain a thorough understanding of your current lifestyle, assets, future life goals and ultimate values that drive your desires and choices. It is only after we fully understand your future financial projections that we begin to consider the strategies, products and services that will best fit your unique assets and goals.
We marry ‘where you are’ with ‘where you want to be’ and determine how to get you there with trusted strategies and the highest caliber products.
The financial planning process itself has two facets - the strategy and the products.
Our advisors will help you identify benchmarks throughout the process, amounts needed to reach each benchmark and strategies to get to those goals.
But they will also produce recommended products and services for reaching those goals based upon their years of expertise, hours of research and continual professional education. We believe that diversification and strategic asset allocation best supports a comprehensive wealth strategy.
Your plan will never involve ‘what worked for the last guy’. Based upon your unique story, assets and goals, it involves only what our experienced financial advisors know will work for you.
The best laid plans go nowhere without action. Our financial advisors help you make the next step a reality - implementation. Based upon your situation, careful research and the customized financial plan determined, your advisor will help you take the necessary steps to begin building your wealth.
The following list displays only a few of the services and products that we can implement within your financial strategy:
Traditional investments such as equities, annuities, mutual funds, etc.
A plan without the ‘doing’ is only a dream. We help you take the active steps to help you achieve financial independence.
Just as anything else in life, your investment portfolio needs attention and management in order to best perform. We don’t fix-it-and-forget-it. We can take an active role in managing your investment portfolio if your time is filled with other pursuits and concerns or you deem it necessary to have a professional advisory opinion for your accounts.
Things thrive best with care and attention. Partner with our financial advisors to give your portfolio the management it needs.
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Peoples Bank—Serving OH, WV, and KY
138 Putnam St.
Marietta, OH 45750
Routing #: 044202505
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The Peoples Bancorp website links to third-party websites on the Internet. Peoples Bancorp provides links to these web sites only as a convenience. The inclusion of these links are not endorsements by Peoples Bancorp. The linked sites are not under the control of Peoples Bancorp, thus Peoples Bancorp is not responsible for the content of any linked site or any link contained within a linked site. Adobe Acrobat Reader 5.0 or above is required to access all PDF documents. Insured deposit products and services are offered through Peoples Bank,Equal Housing Lender, Member of FDIC.
Peoples Bank (w/ logo)® is a federally registered service mark of Peoples Bank.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Peoples Bancorp and Peoples Investment Services are not registered broker/dealers and are not affiliated with Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding an website's users and/or members. FINRA's BrokerCheck
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Insurance and Investment products are: NOT FDIC Insured • NOT GUARANTEED by Peoples Bank • NOT a deposit • NOT insured by any federal government agency • Subject to risk and may lose value.