KCB Investments, Inc

HistoryHorald M. Bateman, started the company in 1945. In 1982, Horold's son Robert joined the team and helped continue services including providing clients assistance with their financial goals in the areas of estate planning, investment planning, retirement planning, insurance planning, business succession planning, and charitable gifting and giving.. Robert is now the current owner. In 2010 he relocated to spend more time with his children.SpecialtiesFinancial independence during retirement is a goal that many of us desire but rarely plan for adequately. I can help to estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined to help you achieve your financial goals. We will also analyze any appropriate insurance policies or programs to help safeguard you, your family and/or business.

Welcome to Merrill Lynch in Ogden, UT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.