Peoples Financial Planning

People you can count on to help you retire your way

 

We know that solid financial planning is a key to success. That’s why we have the tools to help you plan for and achieve your goals. Start with a solid financial plan, stick to it, and your retirement goals can be within reach.

Peoples Financial Services is conveniently located right here in our Cuba branch. Invest with us. Whether you’re planning for retirement, a college education or any important purpose, we are here to work for you.

From retirement, educational, and financial planning to comprehensive portfolio management, our recommendations are made solely in the interest of providing the highest value of expertise and benefit to clients. We work hard to help clients pursue financial goals by designing strategies to mitigate risk.

 

Josh Goodridge has over a decade of financial services experience and serves as Financial Advisor and President of Peoples Financial Services, a subsidiary of Peoples Bank. He also co-founded Public House Brewing Company in 2010, which is based in Rolla and St. James, MO.  His experience as a full-time small business owner make him ideally suited to understand the unique needs of other small business owners.  He has been in the trenches and experienced all of the blood, sweat and tears moments that go along with entrepreneurship. He understands the challenges entrepreneurs face and can use that experience to help others better prepare for their financial futures. Josh has been married to his wife and Public House co-founder, Trisha, for over 20 years, and together they have four children: Eleanor, River, Keiran, and Ezra. They currently live in St. James, Missouri and are actively involved in the community.

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Samantha Garrison joined Raymond James in 2017.  She serves as a registered representative for the branch and also acts as a client’s first point of contact.  Samantha always maintains a friendly, positive and helpful environment.  Her quick, attentive service and caring heart makes her an integral part of the Raymond James at Peoples Bank team.  Samantha has an Associate’s Degree from Metro Business College and holds the Accredited Asset Management Specialist designation from College for Financial Planning.  When she is not in the office she enjoys traveling with her family, spending time outdoors, and cooking with her daughter, Blake.

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Check the background of Raymond James Financial Services, Inc. on FINRA’s BrokerCheck

 

 

 

*Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Peoples Financial Services and Peoples Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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