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Non-Insured Financial Services Raymond James

Our Certified Financial Planner at MVB can help take the mystery out of Mutual Fund investing, Annuities and Retirement Planning. Your private, confidential consultation will develop the information necessary for an informed, workable financial plan to help you achieve your goals.

Other Financial Products and Services

  • Individual Retirement Accounts (IRAs)
  • Brokerage and Custodial Plans
  • 401(k) Plans
  • Estate Planning
  • Asset Management
  • Asset Consulting
  • Charitable Remainder Trusts
  • Fiduciary Services
  • Pension Plans
  • Non-qualified Deferred Compensation Plans
Worried about a pending IRA Rollover or selecting the right Mutual Fund? Call Us.

Investment Services
Eric Frey, CFP
(530) 527-8585
FAX (530) 527-0221

The Products Offered:
  • are not insured by the FDIC;
  • are not bank deposits or other obligations or guaranteed by the bank;
  • are subject to investment risk, including possible loss of the principal invested.

Securities are offered exclusively through Raymond James Financial Services, Inc., Member NASD/SIPC, an independent broker/dealer, and are not insured by FDIC or any other bank insurance, 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Contact your local Raymond James office for information and availability


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