WE STRIVE TO HELP YOU ACHIEVE YOUR PERSONAL FINANCIAL GOALS
Whether It’s saving for a home, funding a college education, planning for a comfortable retirement, or ensuring a seamless transfer of wealth to the next generation, First United Bank is dedicated to making these goals a reality. Central to this commitment is our ability to connect you with investment professionals who can assist in reaching your goals.
In line with this mission, we are excited to announce a new referral relationship with Cumbie Financial and Raymond James Financial Services, Inc. Cumbie Financial is a multigenerational family team with a long-standing legacy of providing goals-based wealth services in West Texas. Their collective decades of experience and dedication to innovative, thoughtful financial strategies make them an ideal partner for our First United Bank customers. Comprised of a team of 4 experienced professionals, Cumbie Financial is ready to provide you with the Ultimate Customer Experience at every First United Bank location, by appointment.
We invite you to stop by one of our First United Banking Centers or give us a call at (855) 882-7827 (FUB-STAR)-we’d be delighted to introduce you to our new partners.
ABOUT RAYMOND JAMES FINANCIAL SERVICES, INC.
As of 6/30/2024, Raymond James has delivered 146 consecutive quarters of profitability. Much of this performance Is credited to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing: Learn more at RaymondJames.com.
Financial Advisors offer securities through Raymond James Financial Services, Inc., member FINRA/S/PC and securities are not insured by credit union insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the bank/credit union, are not guaranteed by the bank/credit union, and are subject to risks, including the possible loss of principal. Cumbie Financial is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
First United Bank and Raymond James Financial Services, Inc. have entered into an agreement in which First United Bank refers potential clients in exchange for a referral fee. Should you become a client, First United Bank would receive compensation. The receipt of this compensation creates an Incentive for First United Bank to refer you to Raymond James rather than to other investment advisors with which it does not have similar referral arrangements, and a conflict of interest because First United Bank will only receive this compensation if you become a Client of Raymond James. First United Bank is not an advisory client of Raymond James, You will receive additional detailed disclosures regarding the referral arrangement prior to compensation being paid to First United Bank.