Whether you’re a conservative, middle-of-the-road, or aggressive investor,
Kleberg Financial Services
provides financial opportunities in friendly places to investors like you.

Andrea (Ann) DeKoch is your Kleberg Financial Services Investment Executive at Kleberg Bank. She will take the time to listen to your needs and work closely with you in developing a game plan to address your investment objectives.

For inquiries and questions, send email to andrea.dekoch@primevest.com

Today, people are increasingly aware that there are a great number of ways to invest money and enjoy a good return. They want to choose from a full spectrum of investment products, including those that have commonly been offered by brokerage firms. This is where Kleberg Financial Services comes in.

For your convenience, Kleberg Bank makes available brokerage services through PRIMEVEST Financial Services, Inc., a registered broker/dealer, member SIPC, and a shareholder in the Chicago Stock Exchange.

With Kleberg Financial Services, you can enjoy the convenience of conducting your banking and investment activities at one location. You’ll find the products and services you’d expect from a traditional brokerage firm, along with a high level of attention to your investment needs.

Products

When your financial institution makes available brokerage service through Kleberg Financial Services, a broad spectrum of investment products become available to you:

• Tax-Favored Investments
• Mutual Funds
• Stocks and Bonds
• Money Market Funds
• U.S. Government Securities
• Unit Investment Trusts
• Brokered Certificates of Deposit
• And more

More about PRIMEVEST

PRIMEVEST is an experienced brokerage firm, providing services to the customers of 600 financial institutions. Customers like you have convenient access to securities investments at your financial institution with its familiar, comfortable surroundings and friendly people.

To provide the high level of service that you expect, PRIMEVEST is “self clearing,” utilizing the latest technology to clear and settle your brokerage transactions quickly and accurately. We have sole control over the quality of our service, responsiveness of our operation, and expertise of our people.

PRIMEVEST Services

When you open a PRIMEVEST brokerage account, you may also take advantage of the following services:

• Dividend Reinvestment
• Direct Deposit of Settlement into Checking/Savings accounts
• Cashless Stock Option Exercises
• Consolidated Statements, Including Mutual Fund and annuity positions

Securities and annuities available through PRIMEVEST: *Not FDIC Insured * No Financial Institution Guarantee * May Lose Value * Not a deposit * Not insured by any federal government agency

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.

The information in this Web site is for US residents only. The information on this Web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Kleberg Bank
Downtown Banking Center
Monday – Friday 9:00 am – 4:00 pm
And by appointment