Citizens State Bank is proud to announce the availability of Retirement Planning and Investment Services provided by CSB Investment Services. We have established a relationship with a company with over 27 years of experience in working with financial institutions like ours.
“Your Retirement Team” is comprised of a qualified and trusted team of financial advisors specializing in comprehensive planning for retirement. The Team provides an array of financial services in an effort to offer invaluable solutions for the unique needs and objectives of each client.
Services available through CSB Investment Services include:
- Retirement Planning
- Estate Planning
- Portfolio Management
- Tax-Free Investments
- Income Tax Strategies
- Tax-Deferred Investments
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
Local CSB Investment Financial Advisors:
Randy Penkwitz and Courtney Doerfler are the Financial Advisors available to meet during most business hours and at other times by appointment. Randy and Courtney would welcome the opportunity to meet with you to discuss your financial goals.
Investment Centers of America, Inc. (ICA) member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with Citizens State Bank or CSB Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are • not insured by the FDIC or any other federal government agency • not a deposit or other obligation of, or guaranteed by any bank or their affiliates • subject to risks including the possible loss of principal amount invested.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a registered broker-dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements or and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.