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Investment Services

You do not need to be a customer of State Bank of Toledo to use our services.  There are no special requirements or qualifications.  Contact Ray Murray or Brian Sokol at 641 484-2980 for a no obligation appointment. There is no better time to upgrade your investment program and we would like to help you!

Overview

Tama County Investment Services specializes in offering you, our clients professional and comfortable investment experience. Our goal is focused: to help you invest for your dreams.

What distinguishes Tama County Investment Services is its personal emphasis.  All our services are built around you—your goals, your time frame and your tolerance for risk.  As your needs change, our financial strategy for you evolves too.

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Location & Representatives

This e-mail address is being protected from spambots. You need JavaScript enabled to view it , CPA, is a graduate of the United States Naval Academy.  Ray received his CPA designation in 1982 and has been in the financial industry since.  With Ray’s help, Tama County Investment Services opened in May of 1994.

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Investment Services

View information on The State Bank of Toledo's Types of Accounts and Products offered.

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Resources

Tama County Investment Services offers its securities through IBA Securities, a division of Broker Dealer Financial Services Corp. (BDFSC).  BDFSC is a brokerage firm based in Des Moines, Iowa. BDFSC is a fully licensed broker-dealer and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC).

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Market Watch

View Financial Stock information.

investmentcenter
  • Overview
  • Location & Representatives
  • Investment Services
  • Resources
  • Market Watch
Privacy Notice | Terms of Use
100 E High St. PO Box 309 Toledo, IA 52342  Phone: 641-484-2980
Securities offered through Broker Dealer Financial Services Corp.
Member FINRA & SIPC
Broker Dealer Financial Services is not a bank, and securities offered by it are not deposits, are not FDIC insured, are not guaranteed and may lose value. Not insured by any US Government Agency.
© 2011 The State Bank of Toledo. All rights reserved.