Wealth Management
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WEALTH MANAGEMENT / INVESTMENTS

Retire the way you want. Save the way you want. 
 
First Security Investment Services offers an array of investment choices including retirement and estate planning advice, education, individual stocks and bonds,  
mutual funds, annuities and more. 
 
Traditional IRA ~ ROTH IRA ~ Simplified Employee Pension (SEP IRA) 
 
Changes Due to the Pension Protection Act of 2006 
  • Allows for the use of IRA accounts to fund Long Term Care Insurance
  • Allows for direct rollovers from retirement plans to ROTH IRA's
  •  
    Call David Jarvill, CFP/Investment Officer at 641.257.1212 or email at invest@1stsecuritybank.com 
     
    Electronic Mailing: 
    Please email any general questions, comments or requests for information.  These are not secure email addresses; privacy is limited.   If you wish to include your own financial information please use our Secure Email Service
     
    Securities provided through Broker Dealer Financial Services Corp. Broker Dealer Financial Services Corp. is not a bank and securities offered by it are not bank deposits or obligations of or guaranteed by any bank, nor are they insured by the Federal Deposit Insurance Corporation (FDIC). In addition, the purchase of such securities involves investment risks, including possible loss of principal. 
     
     
     
     
     
    BANK LOCATIONS
    CHARLES CITY, IA
    641.228.2343   DETAILS
    AREDALE, IA
    641.894.3338   DETAILS
    DUMONT, IA
    641.857.3204   DETAILS
    IONIA, IA
    641394.3505   DETAILS
    MARBLE ROCK , IA
    641.397.2521    DETAILS
    ROCKFORD, IA
    641756.3361   DETAILS
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