Investment Services Overview
We are dedicated to helping our clients reach their financial goals. Whether you are just beginning to invest, preparing to send a child to college, or planning for retirement, our Investment Services team is here to help you. Planning for these events are important financial decisions, and we take a customized approach to your specific situation to provide tailored solutions. Sauk Valley Investment Services offers a variety of retirement options for companies and individuals. We also offer employers the opportunity to work with one source to provide plan consulting, investments, compliance and education.
To get started, call us today at 815-632-4633.
Sauk Valley Investment Services is a division of Sauk Valley Bank (SVB). 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 SVB are not affiliated.
Check the background of this investment professional on FINRA’s BrokerCheck. .