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Contact AMB 

Sandy Carlson
Director of Wealth Management
Allen, Mooney & Barnes
(866) 277-1500
sandy.carlson@AMBWealth.com

Sandy will be happy to meet with you to discuss all of your options relating to the security of your financial future.

Wealth Management

Comprehensive Wealth Management services are available to all Farmers & Merchants Bank customers through Allen, Mooney & Barnes Investment Advisors, LLC (“AMB”). Together, Farmers & Merchants Bank and AMB are your premiere source for all of your wealth management needs.

Some of the services that are offered as a part of the Comprehensive Wealth Management Program include:

• Financial & Estate Planning
• Retirement Planning
• Investment Planning & Management
• Trust Services through Reliance Trust Company
• Family Office Services offered through AMB Client Services

Securities offered through Allen, Mooney & Brokerage Services, LLC.  Member FINRA/SIPC.  Securities are not FDIC Insured. Not a deposit or other obligation or guarantee by Farmers & Merchants Bank. Subject to investment risks, including possible loss of the principal amount invested.