Online Banking


Forgot Password? | Username? | New User?

Online Banking


Forgot Password? | Username? | New User?

A couple smiling while looking at another man
Bank of Montgomery Financial Services Logo

Securities offered through Investment Professionals, Inc. Member FINRA and SIPC

THE IMPORTANCE OF INVESTING

You have worked hard for what you have and deserve to have the future you want. Your financial future depends largely on decisions you make today. When you take the time to build a financial plan you are taking the first step toward achieving your goals and we will be there with you every step of the way.

Check the background of this investment professional on FINRA’s BrokerCheck.


WHY INVEST?

Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving a secure retirement. This could help maximize the chances of meeting the objectives in your financial plan and help realize your financial goals.

Regardless of the state of your current financial picture, it’s always a good idea to review your financial plan, understand how it relates to your financial goals and be aware of the options available that may help your financial well-being.


WHY HAVE A FINANCIAL CONSULTANT?

Having the support and knowledge of a Financial Consultant may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the process and steps you should be taking to reach your financial goals. A Financial Consultant can assist you in better understanding your existing portfolio and if you can improve them to better fit your specific needs.


PRODUCTS + SERVICES

  • FINANCIAL PLANNING
  • FIXED INCOME
  • RETIREMENT PLANNING
  • INSURANCE & ANNUITIES
    • Fixed & variable annuities
    • Life insurance, including Term Life, Universal Life, Variable Universal Life, Single Premium Life, Return of Premium Term, Universal Life with Long-Term Care Benefits
    • Long-term care insurance
  • PRIVATE ASSET MANAGEMENT
  • EDUCATION PLANNING
  • ALTERNATIVE INVESTMENTS
  • GLOBAL WEALTH SERVICES
  • LEGACY PLANNING

 


Outside view of the front of bank of montgomery

Contact us by e-mail, telephone or visit our office.

BOM Financial Services
814 Washington Street
Suite 108
Natchitoches, LA 71457
P: (318) 238-8000
F: (318) 238-8003

 


 


DISCLAIMER

No Bank Guarantee | Not a Deposit | Not FDIC Insured | Not Insured by any federal government agency | May Lose Value All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name BOM Financial Services are in no way affiliated with or offered by BOM, nor is BOM a registered broker/dealer. Customers working with BOM Financial Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.