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!

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 maybe a perfect fit depending on your investment history and needs.  What are your financial goals?

  • A comfortable retirement?
  • Funding a college education?
  • Saving taxes?
  • Investing wisely?

Tama County Investment Services provides independent, qualified advice to all clients. Visit Tama County Investment Services for a no obligation appointment today.

 

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100 E High St. PO Box 309 Toledo, IA 52342  Phone: 641-484-2980

Securities offered through Cambridge Investment Research, Inc. a broker dealer..
Member FINRA & SIPC

Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.
State Bank of Toledo d/b/a Tama County Investment Services and Cambridge are not affiliated.

Non-deposit investment products, including insurance products are NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE.