Investment Services

Business Investor

There are times when it simply makes sense for you to talk with a financial professional about your current situation and your future financial goals. Whether you’re an individual or business owner, we offer a full line of Investment and Insurance strategies employing a variety of products and services to fit various stages of your life and/or the life of your business.

We can help small business owners with strategies and services related to:

  • Income and Asset Protection
  • Business Owner Life Insurance for funding Buy/Sell Agreements
  • Business Overhead Insurance and Business Owner Disability Insurance
  • Employee Benefits, including Group Health Insurance, Disability, Life, Dental and Vision
  • Employer Sponsor Retirement Plans, including SEP, SIMPLE IRA and 401k
  • Property and Liability Insurance
  • As a full-service financial firm, we offer business owners and individuals “needs-based” Investment and Insurance strategies to help them pursue their financial goals.

Personal Investor

There are times when it simply makes sense for you to talk with a financial professional about your current situation and your future financial goals. Whether you’re an individual or business owner, we offer a full line of Investment and Insurance strategies employing a variety of products and services to fit various stages of your life and/or the life of your business.

We can help individuals and families with strategies and services related to:

  • Retirement Planning
  • 401k and 403b Rollover
  • Income Protection
  • Educational Funding
  • Life Insurance
  • Trust Services
  • Retirement Income
  • Wealth Management
  • Alternative Investments
  • Asset Protection
  • Conservative CD Alternatives
  • Long-Term Care (LTC) Health Funding

Whether you’re a seasoned or first-time investor, we can develop a personalized plan that can serve as your roadmap to help you build and preserve wealth as you move toward a more secure future.

Contact Us

 

Securities are offered by Securities America, Inc., Member FINRA/SIPC, Advisory services by Securities America Advisors, Inc. The Securities America companies are independent of any financial institution. Yadkin Wealth, Inc., a wholly owned subsidiary of Yadkin Bank, is not a registered broker dealer and not affiliated with the Securities America companies.

The products offered by Securities America (a) are not insured by the FDIC or any other federal or state deposit guarantee fund, (b) are not deposits or otherwise obligations of Yadkin Bank, are not guaranteed by the Bank, and (c) are subject to investment risks including loss of principal invested.

 

Securities and Insurance Products and Services

Are Not FDIC or any other Government
Agency Insured

Are Not Guaranteed by the Bank or
Its Affiliates

May Lose Value

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