Investment Services

About Us

Trust the team at Southcoast Financial Advisors to be your reliable partner in helping you achieve your investment goals. We can help by offering funds as well as individually managed investment accounts.

Working through Raymond James Financial Services, Inc., our independent professional advisors offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences, and goals. As custodian of your account, we will place your securities in safekeeping and perform duties established in a written agreement.

You benefit from having a professional financial institution maintaining your accounts. You will enjoy the convenience of a consolidated report of all investments and properties. And you'll gain the expertise of a personal account manager who actively manages your portfolio, providing the kind of attention to your investments you know they deserve.

Some of the services we offer include:

  • Asset Allocation – Find out the difference between asset allocation and diversification
  • Asset Management – Discover the benefits of professional asset management.
  • Estate Planning – Peace of mind takes planning.
  • Financial Planning – Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds – Your purchasing power at work.
  • Retirement Planning – Charting a course for your retirement destination.
  • Stocks – Learn how stocks can fit into your financial plan.
  • College Planning – Discover what will it take to deliver the dream.
  • Bonds – Are bonds right for you?
  • Identity Theft – The more you know about identity theft, the better you can protect yourself.
  • 401(k) – What to expect from your 401(k) advisor.
  • Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.

Want to know more? Visit Southcoast Financial Advisors to read informative articles, find a full list of services and resources, or request an appointment with one of our experts today!

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.

Southcoast Community Bank and Southcoast Financial Advisors are independent of Raymond James.

Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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