Without proper financial planning, providing higher education for your children and/or grandchildren could result in financial hardship. We offer an educational plan to help you avoid this future financial stress.
Alabama’s 529 College Counts
- Anyone can contribute on behalf of a relative or non-relative
- Funds can be used at any accredited post-secondary educational institution that is eligible to participate in Federal Student Aid programs
- Alabama taxpayers are eligible for a state income tax deduction
- Withdrawals are tax-free if used for allowable college expenses
- No minimum amount is required to open a College Counts Fund
Check the background of this Investment Professional on FINRA's BrokerCheck.
First Metro Bank Financial Services is a division of First Metro Bank. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Concourse Financial Group Securities is independent of First Metro Bank and First Metro Bank Financial Services.
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A BANK DEPOSIT
Please be advised that presently Kenneth Davis holds a Series 7 and 66 licenses. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Links to third-party web sites are provided as they may be of interest to our website visitors for convenience. First Metro Bank does not endorse nor are we responsible for the content of the third-party links. ProEquities makes no representation to the accurateness of information provided at these sites. Also, please be aware that the security and privacy policies of these sites may be different than those of First Metro Bank; therefore, read third-party privacy and security policies closely. First Metro Bank will not be responsible for any loss, damage to equipment, or incompatibility between the third party website and any Web browser, operating system, or devise used or operated by a user.
For a copy of CFGS's Form CRS please visit https://www.concoursefinancial.com/investor-disclosures