Bo Thibodeaux

Wealth Management

My name is Bo Thibodeaux and I am the Financial Advisor Located at National Bank and Trust.  When it comes to Wealth Management I strive to provide personal tailored solutions for each person’s unique financial situations, goals, and dreams.

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

We offer a variety of products and services to meet your financial needs:

Investments

  • Bonds
  • Common Stock
  • CDs
  • Structured CDs
  • Mutual Funds
  • ETFs
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Fixed Annuities
  • Fixed Index Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

We also offer comprehensive Estate Planning and Wealth Planning services.

If you would like to schedule a visit with Bo to discuss your financial goals, give him a call at 979-968-4500 or email: bo.thibodeaux@ceterais.com. You can also check out Bo’s website at www.goseebo.net.

Investment Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for Texas residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the State of Texas.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: * Not FDIC/ NCUSIF insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by
Investment Adviser Representatives.

To view Cetera's privacy policy and other important information visit:
http://www.ceterainvestmentservices.com/privacypolicy.pdf
http://www.ceterainvestmentservices.com/investor-information/ImportantInformationAboutInvesting.pdf

Check the background of this investment professional on FINRA's BrokerCheck
http://brokercheck.finra.org/
135 West Colorado, Lagrange, TX 78945