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 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!
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.
Tama County Investment Services is located at the State Bank of Toledo's South Branch location. Our business hours are Monday-Friday 8-5pm, with other hours by appointment. We acknowledge the importance of hometown roots and are pleased to have Brian as an advisor. Check the background of this investment professional on FINRA's BrokerCheck.
View information on The State Bank of Toledo's Types of Accounts and Products offered.
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).
| 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. |
