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Wealth

A variety of investment products for your investment goals.

Your financial goals most likely vary based on different needs, like planning for college or retirement, or building assets for major purchases. A brokerage account offers you a variety of products to supplement your investment portfolios.

 

Why a brokerage account?

A brokerage account allows you to purchase stocks, bonds, mutual funds and other investment products through a registered representative. We take a traditional broker relationship approach, specializing in personalized investment advice and a wide range of financial services.

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business succession

Brokerage Services

Stock recommendations

 

Portfolio reviews

 

Retirement planning

 

Estate planning

 

Asset allocation

 

Financial planning

 

Insurance

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Investment Products

Tax-efficient municipal bonds

 

Mutual funds

 

Fixed-income securities

 

Annuity program

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Our strategy starts with you.

We believe that it is essential to take the time to understand each person and each goal. From individuals to business owners to non-profit organizations, we are determined to design custom financial solutions as unique as our clients.

Midland Wealth Management Investment Advisors develop investment profiles tailored to your financial goals, propose timely and appropriate investment strategies and help you manage your finances now and into the future. We'll help you create a plan —always with your goals in mind—by using a comprehensive line of investment products including stocks and bonds, mutual funds, fixed and variable annuities and other insurance products.

Contact us today to discuss your financial needs.

Meet the Team   888-637-2120

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midland Wealth Management is a trade name used by Midland States Bank. Midland Wealth Management and Midland States Bank are not registered broker-dealers and are independent of Raymond James Financial Services Advisors, Inc. and RJFS.

Check the background of these registered investment professionals on FINRA's BrokerCheck.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

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.

Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of Midland States Bank, are not guaranteed by the Bank or any federal government agency, and are subject to risks, including the possible loss of principal.

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