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Investment & Insurance Services

Our most important objective is to understand your unique financial needs. Turn to the Primebank Investment center for help determining which investment services most closely match your objectives and risk tolerance.  Securities are offered through Raymond James Financial Services, Inc., a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Raymond James Financial Services, Inc. is a wholly-owned subsidiary of Raymond James Financial. Founded in 1962, Raymond James Financial is a diversified financial holding company with an impeccable reputation for financial integrity.[Raymond James Privacy Statement]

With the availability of mutual funds, stocks, annuities, and bonds (taxable and tax-advantaged), the professionals at the Primebank Investment Center can assist you with the following:

Whether you're looking to accumulate wealth, finance a college education, or save for a financially independent future, our experienced investment professionals can help you develop an appropriate investment strategy designed to meet your goals.

Estate Planning 
Regardless of whether your estate planning needs are simple or complex, we can help you develop an estate plan designed to meet your needs. 

Retirement Planning 
From Individual Retirement Accounts (IRAs) to simplified employee pension plans (SEPs) to simple IRAs, the Primebank Investment Center offers a full array of retirement planning options to meet your retirement goals.

Small Business Retirement Plans (401(k)s)
We work with small business employers to help them provide benefits to their employees through the development and management of integrated retirement plans.  

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.  Primebank and Primebank Investment Center are not registered broker/dealers, and are independent of 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.                                            

* May be subject to state, local and or alternative minimum taxes.                                          

Accidents happen, be prepared with Primebank Insurance products.  Our knowledgeable, experienced agents and specialists can assist you with your insurance needs. 

Health Insurance* 
We can help protect you and your family from the financial impact of a medical emergency or expensive medical treatment.

Life Insurance 
We offer term life, whole life, universal life, variable life, and others to help you create a personal insurance plan that provides financial independence and confidence.

Long-Term Care Insurance 
We can help you design a long-term care insurance program to protect your retirement savings against the expenses associated with a serious health problem or prolonged illness.

 *Insurance products not offered through RJFS.

Mark Schmidt 
Registered Principal, WMS
Raymond James Financial Services, Inc.
W - 712-548-4673
F - 712-546-8785


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