Skip to content

Guaranty Bank Forms Alliance with Achieve Private Wealth to Offer Financial Planning Services

Published: 08/12/2019

Guaranty Bank Forms Alliance with Achieve Private Wealth to Offer Financial Planning Services

Shaun Burke, president/CEO, announced today that Guaranty Bank has formed an alliance with Achieve Private Wealth, a private wealth advisory practice of Ameriprise Financial Services, Inc. The alliance will provide the clients of Guaranty Bank with access to investment and financial planning services from Achieve Private Wealth.

“This new program will allow us to expand the range of financial advisory services and investment options we can provide to our clients,” Burke said. “The wealth management expertise that Achieve Private Wealth brings to the table is very complementary with existing offerings and the profile of our client base. They also share with us a deep understanding of our market and a commitment to high-touch, personalized service. Guaranty Bank and Paula Dougherty’s team at Achieve Private Wealth are well known locally and fit perfectly into the fabric of our organization.  We are very enthusiastic about this new relationship and the benefits it can bring to our clients.”

Access to Dougherty and her team of financial advisors at Achieve Private Wealth is immediately available to Guaranty Bank customers across its five-county footprint. Advisors are available by appointment and can meet with bank clients at any of Guaranty Bank’s 16 full-service locations.

“We are pleased to be able to share our more than 55 years of combined financial services experience with Guaranty Bank clients,” Dougherty said. “Much like Guaranty Bank, we take a solution-based approach to meeting clients’ financial needs and fostering long-term, personal relationships.”

Guaranty Bank customers can set up an appointment with Achieve Private Wealth now by calling 1.833.875.2492 toll-free or by visiting www.gbankmo.com.

###

About Guaranty Federal Bancshares, Inc.

Guaranty Federal Bancshares, Inc. (NASDAQ:GFED) has a subsidiary corporation offering full banking services. The principal subsidiary, Guaranty Bank, is headquartered in Springfield, Missouri, and has 16 full-service branches in Christian, Greene, Jasper, and Newton counties plus a Loan Production Office in Webster County. Guaranty Bank is a member of the MoneyPass and TransFund ATM networks which provide its customers surcharge free access to more than 32,000 ATMs nationwide. For more information visit the Guaranty Bank website: www.gbankmo.com.

About Ameriprise Financial

Not Federally Insured | No Financial Institution Guarantee | May Lose Value. Ameriprise Financial and the financial institution are not affiliated.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consult your tax adviser or attorney regarding your specific situation.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor's practice fee schedule. Your fees and financial advisor may be subject to change.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2019 Ameriprise Financial, Inc. All rights reserved.

View all posts