Goodfield State Bank's Investment Services provides personalized financial management including a wide range of investment and insurance solutions. From 401(k) pension rollovers to education funding to long-term care management, our staff of professionals will give you the advice you need to make informed decisions about your investments.
Jeff Schumacher
Financial Consultant
Our Products
- Stocks
- Mutual funds
- Bonds
- Annuities
- CDs
- Money market accounts
- Life insurance
- Long-term care insurance
- Disability income insurance
Types of Accounts
- Brokerage (Commission-Based or Fee-Based): We have the flexibility to help build and manage your portfolio in a manner you're comfortable with
- Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company
Some of the Account Titles Available in a Brokerage or Mutual Fund Account
- Individual or joint accounts
- Trust accounts
- Custodial accounts
- Traditional or Roth IRA
- Rollover IRA
- Simple/SEP IRA
- 529 College Savings Plan
- Employer-sponsored plans
- 401(k)
- 403(b)
- 457
- Simple IRA
- SEP IRA
Securities Are
- Not a Deposit
- Not FDIC-Insured
- Not insured by any Federal Government Agency
- Not guaranteed by the bank and
- May go down in value
- Check the background of this investment professional on BrokerCheck by FINRA
Goodfield State Bank Investment Services is a division of Goodfield State Bank (GSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, insurance, and investment advisory services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA | SIPC. MSTC and GSB are not affiliated.
