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Personal Investment Services

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.

Personalized Investment Solutions

Life is full of important financial decisions, and we understand that no two paths are the same. So, we take a customized approach to each specific situation to provide tailored solutions designed to help you meet your goals.

We also understand that life is unpredictable, which is why we specialize in long-term partnerships and are always ready to help you adjust your plan if your goals change.

Plan for Retirement

Retirement is a significant time in your life, and a monumental accomplishment. That’s why having a sound plan for life after work is so important. We want to help you be financially equipped to do everything you want to whenever you choose to retire.

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.

Our Products and Services

  • IRAs
  • Mutual Funds
  • Individual Stocks
  • Corporate, Government, and Tax-Free Municipal Bonds
  • Annuities (Variable and Fixed)
  • 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
  • Financial Planning
  • Estate Planning
  • Risk Management

Ready To Get Started?

If you're ready to get started, our team can help you make the switch to Sauk Valley Bank today! Already have an account but think a Personal Investment Services is right for you? Our team can assist you in finding the right options to fit your needs and lifestyle. Find the nearest location or contact our Solutions Center.

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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