Bank of the Ozarks is pleased to offer convenient, on-site financial planning and brokerage services through Investment Centers of America, Inc. (ICA). Located in the same building where Bank of the Ozarks handles your banking needs, an ICA financial consultant can give you a second opinion on the viability of your long-term financial plan and help you enjoy life today while planning for tomorrow - dreams included.
Your ICA financial consultant will work with you to develop an appropriately diversified portfolio aligned with your personal circumstances, investor profile and short- and long-term needs and goals. Plus, you'll benefit from the peace of mind that comes with working with the financial planning firm who has been in the business for over 25 years. You could say, they know the territory.
Services for Individual and Business Clients
As a full-service financial planning firm, ICA offers a broad range of investment and protection products to individuals and business clients. Since 1985, ICA and our financial consultants have been helping people achieve their life goals - often helping clients attain what they could not attain on their own.
Visit the ICA website or contact an ICA Financial Consultant today to discuss:
- Financial Planning
- Retirement Planning
- Education Planning
- Estate Tax & Non-tax Planning
- Trust Services
- Fixed Income Services & Structure Products
- Global Wealth Management
- Business Investment Services
- Employee Benefits Planning
Investment Centers of America, Inc. (ICA) is part of the nation's 10th-largest broker-dealer network*. We are also a registered investment advisor and are affiliated with Jackson National Life Insurance Company - one of America's largest life insurance companies with nearly $77 billion in assets (IFRS unaudited)*.
ICA has been a leading provider of investment and insurance products through community banks and independent offices since 1985. With almost 400 professionals, ICA uses a client-focused approach to support independent financial institutions in meeting their customers' goals. ICA provides a variety of solutions and services ranging from securities and mutual funds to life insurance, long-term care and annuities. ICA serves over 200 financial institutions with an array of sales and marketing tools designed to solve client needs.
Bradenton, Ocala, Palmetto
Randy Allen
941-753-6287
