Peoples Financial Planning

People you can count on to help you retire your way

Josh Goodridge has more than ten years of financial services experience and previously worked with Raymond James from 2011 to 2017.  He left to manage the growing business that he started in 2010—Public House Brewing Company—and oversee the company’s wholesale division. Josh has since returned to Raymond James as financial advisor and president of Peoples Financial Services, a subsidiary of Peoples Bank.

The experience he obtained being a full-time small business owner, along with his previous time spent in financial services made this a perfect opportunity to come back. He understands other small business owners and credits that to his experiences over the last nine years. He has been in the trenches and had all of the blood, sweat and tears moments that go along with being a small business owner. He understands the challenges they 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 nearly 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. 

For more information click here.

 

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, Samantha is here to work for you.

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

Samantha answers questions and concerns promptly and completely. She provides the information needed to make informed decisions based on realistic expectations regarding investment objectives.  

Samantha joined Raymond James in 2017. At Raymond James, Samantha has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. The firm shares her dedication to client service and their dedication to community support and corporate philanthropy.

For more information click here.

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.

Online BankingIcon For: Online Banking

LOGIN   Enroll