To assist you with planning your financial strategy, First State Bank Shannon-Polo-Lake Carroll has formed a unique partnership with UVEST Financial Services, Member FINRA, SIPC. Through this partnership, you have access to a full range of financial options, including financial needs analysis, mutual funds, annuities, life insurance and more.

Our Financial Advisor, Robin Wilhelms-Saar is available to help you understand your financial options or answer questions about how your investments are performing. As your financial situation changes, she can also help you review your portfolio and suggest areas that may need adjustment.


Products:
  • Annuities
  • Mutual Funds
  • Stocks
  • Bonds
  • IRA's
  • Self Employed Retirement Plans
  • Business Retirement Plans
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurnace
  • College Savings Plans
  • Reits
Services:
  • Financial Planning
  • Wealth Management
  • Estate Planning & Trusts
  • Retirement Planning
  • Business Retirement Planning



robin.saar@uvestmail.com
It's easy to arrange a confidential financial review. Please contact us about setting up an appointment.

Together we can help you reach your financial goals.

SHANNON
Phone: 815-864-2111 Toll Free: 866-864-2111

POLO
Phone: 815-946-2777 Toll Free: 866-946-2777

LAKE CARROLL
Phone: 815-864-2125 Toll Free: 888-864-2126

Securities offered by UVEST Financial Services, Member FINRA, SIPC.
UVEST and FSB-Shannon Polo-Lake Carroll are independent entities.

Uvest OSJ:
200 S. College St. 21st Fl
Charlotte, NC 28202
(800) 277-7700

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by Any Government Agency Not a Bank Deposit



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