Goodfield State Bank

Investment Services

 

Goodfield State Bank's Investment Services provides personalized financial management including a wide range of investment and insurance solutions. From 401(k) pension rollovers to education funding to long-term care management, our staff of professionals will give you the advice you need to make informed decisions about your investments.

Jeff SchumacherOur products include:

  • Stocks
  • Mutual Funds
  • Bonds
  • Annuities
  • CDs
  • Money Market Accounts
  • Life Insurance
  • Long-term Care Insurance
  • Disability Income Insurance

Types of Accounts:

  • Brokerage (commission-based or fee-based): We have the flexibility to help build and manage your portfolio in a manner you're comfortable with
  • Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company

Some of the account titles available in a brokerage or mutual fund account are:

  • Individual or Joint Accounts
  • Trust Accounts
  • Custodial Accounts
  • Traditional or Roth IRA
  • Rollover IRA
  • Simple/SEP IRA
  • 529 College Savings Plan
  • Employer-sponsored Plans
  • 401(k)
  • 403(b)
  • 457
  • Simple IRA
  • SEP IRA

Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC.  Member FINRA/SIPC

Securities are:
    *Not a Deposit
    *Not FDIC-Insured
    *Not insured by any Federal Government Agency
    *Not guaranteed by the bank and
    *May go down in value
    *Check the background of this investment professional on FINRA's BrokerCheck.

Goodfield State Bank Investment Services is a division of Goodfield State Bank (GSB).  Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.  Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC. MSTC and GSB are not affiliated.