skip to main content
 
 

Investment Services

Investment management is more than simply having investments. It’s about having the right investment strategy that’s constructed to satisfy your goals, your investment requirements, your risk profile, and your time horizons.

We offer a wide range of investment options, including:

  • Mutual funds
  • Stocks and bonds
  • Money market funds
  • Tax-advantaged investments
  • Self-directed IRAs (traditional and Roth IRAs)
  • 401(k) and retirement plan rollovers
  • SIMPLE, Simplified Employee Pension (SEP) and other self-employed retirement plans
  • 529 College Savings Plans and Coverdell Education Savings Accounts
  • Tax-deferred fixed and variable annuities
  • Life insurance

Schedule a Free Consultation

Call David Jarvill, CFP®/Investment Officer at (641) 257-1212 to strengthen your numbers or contact us for more information.

* Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp. (BDFS), Member SIPC. Investment advisory services offered through Investment Advisors Corp., an SEC Registered Investment Advisor. First Security Bank and Trust is not affiliated with BDFS. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

Federal and state regulations prohibit registered persons from soliciting, offering and/or selling any investment products or services unless they are properly registered and licensed in each state jurisdiction. Not all products and services referenced on this site are available in every state and may not be available through every representative listed. Neither Broker Dealer Financial Services nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.

Wealth Management Option

Helpful Information