Establishing a trust is a tangible expression of caring for your family and beneficiaries.
It shows concern for the future well-being of those you love. The professionals at MainSource Investment Services offer a variety of fiduciary services.
- Trust administration
- Custodial services
- Power of attorney
- Estate settlement
- Funeral trusts
- Living trusts
- Qualified Retirement Plans (QRPs)
- Simplified Employee Pension Programs (SEPs)
- Simple IRA Plans
- Self-Directed Individual Retirement Accounts
MainSource Investment Services employs highly trained professionals who have expertise at purchasing, selling and monitoring investments. They also specialize in stocks, bonds and other securities.
Our only agenda is to serve your best interests, and to be completely objective in evaluating investment alternatives. We make decisions based solely on your stated goals. When offering recommendations or deciding a course of action, our primary mission is the conservation and growth of your assets.
Make an appointment with a financial advisor today.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investment and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations with their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Trust Services provided by MainSource Bank and not affiliated with Raymond James.