Services

Having choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.

• Retirement planning - Charting a course for your retirement destination.
• Financial planning - Your financial future is important. Don’t trust it to just anyone.
• College planning - What will it take to deliver the dream?
• Estate planning - Peace of mind takes planning.
• Asset allocation - Asset allocation versus diversification - what’s the difference?
• Asset management - Discover the benefits of professional asset management.
• Mutual funds - Your purchasing power . . . at work.
• Stocks - How do stocks fit into my financial plan?
• Bonds - Are bonds right for you?

Monroe Bank Brokerage Services
A department of Monroe Bank

2801 Buick Cadillac Boulevard
Bloomington, IN 47401
Phone: 812-331-3440
Toll Free: 800-319-2664
Fax: 812-331-3460
thomas.rillo@
raymondjames.com

Map & Directions

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 investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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