Kleberg Financial Services / PrimeVest

Whether you are a conservative, middle-of-the-road, or aggressive investor, Kleberg Financial Services provides financial opportunities tailored to you.

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

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

Kleberg Financial Services presents a broad spectrum of investment products:

Tax-favored investments

Mutual funds

Stocks and bonds

Money market funds

U.S. government securities

Unit investment trusts

And more

Securities and Investment products are offered by PrimeVest Financial Services, Inc., an independent, registered broker/dealer. Member FINRA/SIPC. Investment Products are not FDIC insured, may lose value, not financial institution guaranteed, not a deposit, and not insured by any federal government agency.

View PrimeVest privacy policy and other important information.

More about PRIMEVEST

PRIMEVEST is an experienced brokerage firm, providing services to the customers of more than 500 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 website is for US residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.