Investments 2018-02-23T23:20:05+00:00

Investment Services provided by PSB Financial Services

Investment ServicesIn keeping with the vision of making dreams come true, Patterson State Bank expanded its financial offerings through PSB Financial Services. We offer access to a full range of investment products while maintaining the personal service that PSB was founded upon.

When you are looking for a trusted advisor, look no further. Our team is made of local people who strive to help you have a successful future.

Contact us for a no obligation appointment to discuss your goals for the future. Already have a plan in place? Let us provide you with a complimentary portfolio review. No matter where you are in your financial planning, we want to learn more about your goals so that we can aim to make your Dreams Come True.

Plan for a change.

Call to schedule a no-obligation appointment.

Pamela Manuel
Tel:  985-395-8123

William Marin
Tel:  985-395-8112

Retirement Planning

» Traditional, Simple, Roth IRAs
» 401(k) and 403 (b)
» Pension and Profit Sharing
» Simplified Employee Pension Plans (SEP)

Investment Products Offered Through LPL Financial

» Common and Preferred Stocks
» Exchange Traded Funds
» Mutual Funds
» Corporate Bonds
» Municipal and Government Bonds
» Real Estate Investment Trust

Wealth Protection

» Estate Planning
» Fixed Annuities
» Variable Annuities
» Life Insurance
» Long Term Care

College Funding

» 529 Plans