Wealth Management

 

The Rock Financial Group, LLC...

Designing...Implementing...Servicing... Comprehensive Financial Strategies...Through relationships with world-class providers...For individuals, families and businesses. 


MidSouth Bank, through The ROCK Financial Group, LLC in conjunction with Royal Alliance Associates offers the following products and services: 

 

  • Investments
  • Discount on *Stocks and Bonds
  • Retirement Planning
  • College Funding Plans
  • Tax Deferred Annuities
  • Tax Free Bonds
  • *Mutual Funds
  • 401K
  • *REITS (Real Estate Insurance Trust)
  • *CDs (Certificate of Deposit)
  • *Municipal Bonds
  • *Annuities
  • *Life Insurance
  • *Long Term Care Insurance
  • *Structured Settlement (For Clients and Attorneys) 


 

For a personal approach to understanding and meeting your financial needs, please contact The ROCK Financial Group, LLC, Royal Alliance Associates at (337) 593-3195 in Lafayette or (800)213-BANK (2265), Ext. 33195 outside of Lafayette, send an e-mail to dlmire@royalaa.com or for more information on the ROCK Financial Group and what they have to offer CLICK HERE



*Securities are offered through Royal Alliance Associates, Inc, member FINRA/SIPC, a registered broker-dealer not affiliated with the Bank. Securities are not guaranteed by the Bank, not FDIC insured and may involve risk to principal. Fixed Annuity products are offered through The ROCK Financial Group, LLC a licensed insurance agency, and are backed solely by the issuing insurance carrier. Royal Alliance, The ROCK Financial Group and the Bank are not affiliates. All securities, products, and services are available to Louisiana and Texas residents.