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Financial Services

Your full service financial center

Financial Services from First State Bank
Financial Planning with Kyle Roberts

Kyle Roberts

Investment Executive

Tel: 903-887-9130

Email Kyle
Located at:
First State Bank
201 S. Third Street
Mabank, TX 75147

Financial Planning with Robert Gross

Robert Gross

CPA – Financial Advisor

Tel: 903-676-1936

Email Robert
Located at:
First State Bank
130 E. Corsicana St.
Athens, TX 75751

  • Retirement Strategizing
  • Annuities
  • Mutual Funds
  • Stocks & Bonds
  • College Funding
  • Life Insurance
Investment Centers of America, Inc. (ICA), member FINRA, SIPC,and a Registered Investment Advisor is not affiliated with First State Bank of Athens or First State Financial Services.  Securities, Advisory Services and insurance products offered through ICA and affiliated insurance agencies are * not insured by the FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or their affiliates * subject to risks including the possible loss of principal amount invested.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
 
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
 (a) satisfy the qualification requirements of, and are approved to do business by, the state; or
(b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
(a) effecting, or attempting to effect, transactions in securities; or
(b) rendering personalized investment advice for compensation. 
3. Representatives are registered to offer securities in the following states:
TX, CO

Dear Kyle & Robert,

Sincerely,