TBT Financial ServicesAn Independent Firm

Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

  • Asset Allocation
    Asset allocation versus diversification - what's the difference?
  • Asset Management
    Discover the benefits of professional asset management.
  • Estate Planning
    Trust services for the preservation of assets and the fulfillment of wishes.
  • Financial Planning
    Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds
    Your purchasing power at work.
  • Retirement Planning
    In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • Stocks
    How do stocks fit into my financial plan?
  • College Planning
    What will it take to deliver the dream?
  • Bonds
    Are bonds right for you?
  • 401(k)
    What to expect from your 401(k) advisor.
  • Insurance and Annuities
    Preparing for the unexpected may start with quality insurance alternatives.
  • Stock Options
    Strengthen your portfolio without stretching your finances.
  • Freedom Account
    Managed accounts with the flexibility to meet your investment goals.
  • Investment Banking
    Serving the capital and advisory needs of today's middle-market companies.
  • Tax Planning
    Prepare for taxes all year round with this handy reference guide.
  • Executive Solutions
    While you are busy managing your company’s future, who is taking care of yours?
  • Cash Management
    Understand the potential and importance cash plays in your overall financial strategy.
  • Goal Planning
    Together, we can take financial planning to new levels with tools to help you plan and pursue your short- and long-term goals.
Financial Advisor Image
TBT Financial Services
1800 West Loop 281
Suite 100
LongviewTX 75604
Phone: 903-295-4250
Fax: 903-295-4265
Toll-Free: 800-444-5371
2323 W Grande Blvd
TylerTX 75703
Phone: 903-579-8154
Fax: 903-579-8161
Contact Us

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC

  • NOT FDIC Insured
  • NOT GUARANTEED by the bank
  • Subject to risk and may lose value
  • Not a deposit
  • Not insured by any government agency
  • Raymond James is not affiliated with the financial institution or the investment center

 

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.

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