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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 access to 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®/Infinex Investment Advisor Representative at (641) 257-1212 to strengthen your numbers or contact us for more information.

*Securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. First Security Investment Services is a trade name of the First Security Bank & Trust. Infinex and First Security Bank & Trust are not affiliated.

FINRA's BrokerCheck

NOT A DEPOSIT  NOT FDIC INSURED NOT GUARANTEED BY THE BANK 
 NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY  MAY GO DOWN IN VALUE

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