UVEST BROKERAGE SERVICES
To assist you with planning your financial strategy, High Point Bank and Trust has formed a unique partnership with UVEST Financial Services, Member NASD, SIPC. Through this partnership, you have access to a full range of financial options, including financial needs analysis, mutual funds, annuities and more.
Jim Drum, Our Senior Investment Consultant, is available to work with you to develop a solution for your investing needs. As your financial situation changes, he can also help you review your portfolio and suggest areas that might need adjustment.
|
Products and Services Available
- Retirement Planning
- Bonds
- College Planning
- IRAs
- 529 Plans
- 401(k) Rollovers
- Mutual Funds
- Fixed Annuities
- Stocks
- Variable Annuities
- REIT (Real Estate Investment Trust)
|
 |
To arrange a confidential financial review, contact
Jim Drum, Senior Investment Consultant
at 336-881-3608.
Insurance and Investment Products |
Not FDIC Insured - Not Bank Guaranteed - May Lose Value |
* Securities offered by UVEST Financial Services,
Member NASD, SIPC. UVEST and High Point Bank and Trust
Company are independent entities.
Member of the National Association of Securites Dealers,
Inc. (NASD) For more information, please visit www.nasd.com
Member of Securities Investor Protection Corporation
(SIPC). For an explanatory brochure, please visit
www.sipc.org.