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customer service: 815.632.4490
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Our Services

Whether you are just beginning to invest, or are ready to plan for retirement, our Investment Services team is here to help.  We offer a variety of products and services designed to help you reach your goals.

  • IRA’s
  • Mutual Funds
  • Individual Stocks
  • Corporate, Government and Tax-Free Municipal Bonds
  • Annuities (Variable and Fixed)
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • CD’s
  • Money Market Accounts (with check writing)
  • Company Sponsored Retirement Plans-401k’s, 403b’s, 457, Defined Benefit Pension, Deferred Comp, Simple IRA’s, SEP IRA’s, Single K, and Payroll Deduct IRA’s
  • Company Sponsored Insurance Plans (Group Life, Group Disability, and Group Long Term Care)
  • Company Sponsored College Savings Accounts
  • Financial Planning
  • Fee-Based Financial Planning
  • Comprehensive Financial Consultation
  • Business Planning
  • Estate Planning
  • College Planning
  • Risk Management
  • Charitable Giving Advisory Services
  • Portfolio Management and Re-allocation
  • 401K Analysis and Consultation

To set up your appointment today, contact us 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.


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