TFB Financial Services

A Subsidiary of Traders & Farmers Bank

825 Twentieth Street
Haleyville, AL 35565

Phone: 205-486-6200
Email: btaylor@tfbfs.com

Financial Advisor Mr. Bobby Taylor

Bobby Taylor - Financial Advisor

Investment Services

We believe that a strong investment plan starts with a full understanding of your overall financial plan; your goals, objectives, cash flow needs and capacity for risk. We can provide assistance in the following areas:

  • Tax-Management Strategies
  • Mutual Funds
  • Fixed and Variable Annuities
  • Exchange Traded Funds
  • Traditional & Roth IRAs
  • Stocks and Bonds
  • Brokered CDs

Financial Planning

At TFB Financial Services, our approach to financial planning is to develop a plan based on your financial realities and ultimate goals. The resulting plan is then presented to you in a manner that is straight forward and easily understood. Finally, your plan is monitored over time connecting your financial realities to your goals. Planning is a continual process that adjusts and changes throughout your life.

  • Retirement Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Asset Allocation

Life Insurance

Through a business relationship with LPL Financial, we offer a wide range of insurance products. We can create a plan to protect what matters most to you. Our partnership allows for a wide range of options:

  • Term Life Insurance
  • Universal Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Schedule an Appointment Today

Give us a call and start turning your goals into financial realities. Our financial planning process will create a roadmap to help guide you and your family toward long-term financial independence.

About LPL Financial

Securities offered through LPL Financial, member FINRA/SIPC © FINRA Broker Check.
Securities offered through LPL Financial, a member FINRA/SIPC Insurance products offered through LPL Financial or its licensed affiliates. Traders & Farmers Bank and TFB Financial. Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not BankGuaranteed  May Lose Value
Not A Bank Deposit Not Insured by Any Federal Government Agency

  
© Copyright 2018. TFB Financial Services. All rights reserved.