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Investment Services

Access to sound financial knowledge and advice is critical for your life and business. Financial planning services that include retirement planning and asset management are essential for your peace of mind. Vision Bank's investment services take your goals and lifestyle into account to create a comprehensive plan for a solid financial future. Unlike large asset management companies, we are local and understand the challenges faced by families and businesses in Oklahoma.

Vision Investment Services uses the broker/dealer Raymond James Financial Services, Inc. to provide you with a variety of investment opportunities. Whether you seek to explore savings vehicles for your children's education or investment management ideas for your business, Vision Bank's personal finance team, in conjunction with Raymond James, provides a local advisor from a trusted brokerage. Our team understands your unique concerns and interests with services that include:

  • Financial Planning: Whether you are looking to buy a home or save for your childrenĀfs college education with a 529 plan, we will work with you to navigate the array of options to determine the best path towards financial gain and stability after careful consideration of your short and long-term goals.
  • Investment Advice:  Our professionals will help you consider the range of traditional investment options, such as:
    • Alternative investments
    • Structured products
    • Wrap accounts
    • Traditional investment vehicles such as annuities, mutual funds, fixed income, equities and exchange-traded funds
  • Portfolio Management: We work closely with you to ensure understanding of what you own and how it works towards your investment goals. Our professionals make sure your portfolio is appropriately diverse, fits your investment goals, and monitors its performance closely so that it's one less worry in your life.
  • Retirement Planning: How long do you plan to work, and what sort of lifestyle do you plan to maintain once retired? We will create a customized plan to provide you with the means to lead the life you envision in your retirement.

Part of your community

For over 100 years, Vision Bank has served customers in southeastern Oklahoma to provide products and services that improve their lives.  With seven Vision Bank locations in Ada, Durant, Shawnee, Prague, Davis, Meeker, and Sulphur, we provide knowledge of the regional economy and offer a local, convenient, and personalized approach to determining the best approach for your investment goals. Unlike some investment services companies, you will work with a local advisor who understands your work, goals, and dreams.

Call us today

Call Cheryl Ross today to set up an appointment with Russ Allen, Financial Advisor, at (580) 436-8339 or toll free (888) 332-5132. Together, we will work with you to obtain the financing future desired for your life or business. With personalized service and a local touch, Vision Bank has everything you need to meet your goals. See the difference!

To learn how we can help you design a personalized plan for life-long financial success, watch this brief instructional video.

Readiness Retirement Checklist

Visit Raymond James to learn more about investments.


Privacy Notice

Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other financial institution insurance, or insured by any government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal.  Vision Bank and Vision Investment Services are not registered broker/dealers, and are independent of Raymond James Financial Services.

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 not 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members

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