Stocks, mutual funds, 401(k) and other retirement plans - Choose from several plans designed specifically for retirement. Let us help with that 401(k) rollover or assist you in the investment of an inheritance.
529 college saving plans - A qualified tuition program under Section 529 of the Internal Revenue Code that allows you to save money for a beneficiary's college expenses in a federally tax-advantaged individual investment account.
Insurance - We offer insurance policies that will be there when you need them. The advisors at OBX Bank's investment and insurance division, can assist with finding the right coverage for you.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Monarch Investments is a subsidiary of the bank. Raymond James Financial Services, Inc. is not affiliated with either entity or its subsidiaries.
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. Raymond James corporate Privacy Notice