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Home > Financial Services > Stock Brokers > Country Club Financial Services, Inc.
Country Club Financial Services, Inc.
Country Club Financial Services, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Country Club Financial Services, Inc., a wholly-owned subsidiary of Country Club Bank, is a full-service brokerage firm, insurance agency and investment advisory firm.
Their registered representatives are experienced in providing analysis and advice and can offer investment and insurance products to corporations, individuals, foundations and financial institutions. Investment products include mutual funds, stocks, bonds, fixed and variable annuities, and unit investment trusts.
Protection products like Life, Disability, Health, Long Term Care Insurance and Group Employee Benefits are also available. In addition, they can assist with qualified retirement plans such as 401k, SEP, Simple, retirement plan rollovers and distributions, Pension and Profit Sharing Plans, individual investment plans, and self-directed IRAs.
As well, they have helped many financial institutions and businesses navigate complicated COLI, the Corporate Owned Life Insurance and BOLI the Bank Owned Life Insurance proposals and investigate new insurance strategies. Their investment and insurance solutions are designed to meet your specific goals.
They also provide Disability Insurance. Most of us insure our personal belongings such as our house, car, and businesses, but we forget the single most important asset; the ability to pay for those things. In the unfortunate event that you are unable to work due to an illness, injury, or accident, disability insurance can help replace your lost income.
Recognizing that no two investors are alike, they take the time to understand your objectives, assess risk tolerance and create a strategy for achieving your goals.
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