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  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!

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

Types of Accounts

  • College Savings
  • Retirement Accounts
    • ROTH
    • Self-Directed IRA’
    • SIMPLE IRA’s
    • SEP IRA’
    • 403b

Products

  • Corporate Bonds
  • US Government Bonds
  • Municipal Bonds
  • Brokered Certificate of Deposits
  • Life Insurance
    • Term, Universal
    • Single Premium Life & Variable Life
  • Long Term Care Insurance
  • Mutual Funds
  • IRA Mutual Funds
  • IRA Annuities
  • Stocks
  • Tax Deferred Annuities

Variable insurance products and mutual funds are sold by prospectus only. Before investing, carefully consider the investment objectives, risks, and charges and expenses of mutual fund and variable insurance products and their underlying variable investment options. This and other information is contained in the prospectuses. Obtain these prospectuses from your agent/registered representative or contact the appropriate distributor listed above. You should read the prospectus carefully before investing.

 

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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.