As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual strategy will be based on your unique situation, your attitudes, preferences, and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on helping you achieve the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Southside Bancshares, Inc., the holding company for Southside Bank, is headquartered in Tyler, Texas. With approximately $7.56 billion in assets, Southside Bank operates 55 branches in East, North, Central, and Southeast Texas. The bank also operates a network of 74 local ATMs/ITMs, and is affiliated with more than 55,000 ATMs across the nation.*
Established in 1960, Southside Bank is a community-focused financial institution that offers a full range of financial services to individuals, businesses, and nonprofit organizations. These services* include: consumer and commercial loans; mortgages; loans to municipalities; personal, small business, and commercial deposit accounts; safe deposit boxes; business services; credit cards; ATMs; trust and wealth management; brokerage services**; and an array of online and mobile services.
As of December 31, 2022
* Banking services mentioned are those of Southside Bank and are not offered through Raymond James.
**Brokerage services are offered through Raymond James Financial Services, Inc. member FINRA/SIPC. Southside Bancshares, Inc., Southside Bank, and Southside Investment Services are not affiliated with Raymond James.
