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.
Non-Deposit Investment Product Disclosure