Investment Services

Sam Estes – VP, Investment Advisor Sam Estes is a lifelong resident of Hall County where he graduated from Lakeview Academy. He went on to receive his Bachelor of Business Administration in Finance from North Georgia College and State University in Dahlonega. Prior to joining Mountain Valley, Sam worked for Raymond James Financial Services in Gainesville as well as E*TRADE Financial Services. In these tough economic times, Sam understands investors’ concerns and believes that each and every investor’s situation is unique. He believes that his customers’ portfolios should be designed to account for change, both in the market and in their circumstances. He is focused on helping his clients achieve financial independence through professional advice, sound risk management, quality investment products and personal, efficient service. Please see Sam for all of your investment needs.

Highlighted below are our investment services offered through Mountain Valley Investment Services. Josh will help you build your customized financial plan on a foundation of professional integrity, sound advice and personal attention. Depending on your objectives, that plan can include:

• Retirement Planning – Including IRA consolidation and 401K rollovers
                                           Click Here for Benefits of Rolling Over Your 401K
• Income Planning – Bonds, Income Stocks, Annuities, Etc.
• Insurance Planning – Life, Disability, Long Term Care, Key Man Insurance for Business, Etc.
• Educational Planning – 529 Plans, Custodial IRAs, Coverdale IRAs, Etc.
• Corporate Retirement Planning – 401K, 403B, SEP and Simple IRAs, and Keough Plans
• And More…

Contact Information:
(706)-348-MVCB (6822) Toll Free (877) 288-1466 sestes@MVCBank.com

• Control over your investment options
• More options for your beneficiaries
• Personalized plans for your individual situation
• Different types of investment vehicles: Mutual Funds, Annuities, Stocks, Bonds, CD’s, Money Markets

• Easier to calculate and keep track of amounts for Required Minimum Distributions when age 70 ½ or older
• Easier for your beneficiaries when you become deceased
• One statement, instead of several

*Securities and investment advisory services offered through Nexity Financial Services, Inc. Member FINRA/SIPC. Nexity Financial Services is not an affiliate of Mountain Valley Community Bank. Not FDIC Insured; No Bank Guarantee; May Lose Value