Mon, May 12 2008
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Published January 18, 2008 11:38 pm - Expanding the scope of its current financial product and service offering in order to better serve their customers ... Exchange Investment adds new consultant Special to The Union-Recorder Expanding the scope of its current financial product and service offering in order to better serve their customers, Exchange Investment Services Inc. has recently added a new member to its financial services team.
Laura Thompson, a licensed financial consultant with six years of experience as a financial services assistant, resides in Baldwin County and has obtained a bachelor’s degree in communications and information technology from Macon State College. “Whether you’re planning for your children’s education or a financially secure retirement, we understand the vital importance of tailoring financial products and insurance services to meet the needs and wants of our customers. That is what true investment planning is all about — offering the most sensible alternatives, especially designed to help our customers reach their financial goals,” said Tommy Jefferson, program manager and executive director. Through Exchange Investment Services’ partnership with UVEST Financial Services, our customers have access to a wide variety of financial products and services, including professional money management, investment planning, stocks, bonds, mutual funds, annuities, IRAs and much more. Located at 250 W. Hancock Street, Milledgeville, the financial services team is available by appointment to provide clients with personalized and professional financial guidance. Appointments for a free financial review can be made through any branch office. Exchange Investment Services Inc. is a wholly owned subsidiary of Exchange Bank. 
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