ABOUT US | Overview

It is not what we do...
but the difference we make.

The difference lies in our values; we offer the advice and services we would like to receive ourselves. We are just as careful with your money as you are. You provide the foundation; we build on it. Our job is to make your assets grow and to offer you excellent and personal service. We talk straight and we meet you face-to-face. Taking into account your wishes and requirements, we offer you advice on the most attractive investment strategy. Our goal is to provide the best breeding ground for your assets, allowing them the potential of continued growth - year after year.

Convenient and Affordable

Our financial consultants are conveniently located at multiple Peoples State Bank locations and are readily accessible to you. They are experienced investment professionals who will work with you in strict confidence to develop an investment plan to match your goals. Our one-stop approach allows you to handle all your financial needs under one roof. And, there is no obligation or charge for any consultation.

Simplify the Decisions
A financial consultant's job is to pare down the choices -- mutual funds, annuities, insurance options or individual securities -- to help fit your lifestyle. By identifying appropriate options -- including ones that are difficult to discover on your own -- and focusing on your objectives, we can save you considerable time and effort.

Service and Commitment
Service doesn't end when you select your investments. Your financial consultant continues to monitor the performance of your investments and is available to meet with you should you have questions or your needs change. Our commitment to customer service sets us apart from the competition.

Information and Consultations
If you would like additional information on how we can assist you in pursuing your investment goals, please call or visit with a financial consultant soon.

Investments are not FDIC Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.

This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IA,IL,IN,KY,MI,MN,MO,MS,NJ,NV,OR,UT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2009 - 2017