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In 2021, R Bank entered a strategic alliance with Lincoln Financial Securities and Chisholm Trail Financial of Round Rock Texas to provide R Bank customers with investment products and financial planning tools.
Charlie Castro, CFP®, RICP Bruce Bessner, CFP®, LUTCF
Develop strategies with the goal of managing debt, saving for short-term and long-term goals, and learning how to invest your money.
Plan for the retirement you want with savings strategies, health care planning, and key facts about Social Security.
Develop investment strategies that are designed to help maximize your earnings and save for life’s big moments.
Learn more about key insights in developing planning strategies with the goal of successful college education funding.
Estate planning strategy is an important component of your financial plan.
Charlie Castro and Bruce Bessner are registered representatives of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities, Member SIPC, a registered broker/dealer and a registered investment advisor. Branch Office: 109 South Harris Street, Round Rock, Tx 78664. Lincoln Financial Securities is not affiliated with Chisholm Trail Financial nor with R Bank. Each firm is individually and separately responsible for the products and services that they offer.
Securities, insurance products and advisory services are not a deposit of R Bank, not FDIC or NCUA insured, not insured by any Federal government agency, not guaranteed by R Bank and these products may lose value.