When it comes to managing your money, Central State Investment Services (CSIS) takes somewhat of a different approach than most firms. Rather than focusing on a specific type or category of investment, the emphasis is where it belongs: on you.
CSIS is headed up by Matt Strajack, an individual who brings a lot of investment experience to the table. Before making a single recommendation, Matt will take the time to get to know you --- your needs, your goals and your lifestyle. Armed with this information, he'll work with you to develop a solid, sustainable investment plan that can help turn your aspirations and dreams into reality.
Securities are offered through LPL Financial, Member FINRA/SIPC,* and are: Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not a Deposit, Not Insured by any Federal Government Agency, and Subject to Investment Risk Including the Possible Loss of Principal.
LPL Financial is the nation's largest independent broker dealer** and serves a network of over 13,000 investment representatives and approximately 685 financial institutions.
The independence of brokers and the absence of "in-house" investment products are important considerations. They help ensure that the focus is where it belongs, on the needs of the investor. They also help remove any doubt regarding pressure that a brokerage firm might place on its representatives to promote its own captive family of mutual funds or to emphasize securities that it holds in inventory, over and above other types of investments that might be more appropriate.
CSIS is conveniently located on the second floor of our Main Bank building at 301 Iowa Avenue in downtown Muscatine. For more information or to get started now, click on the box to the left.
To visit the CSIS website, click here. An initial dialog box will appear asking for you to select your state of residence. Because CSIS services are not available in all states, only valid state residency codes will enable you to progress to the full site.
*Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Central State Bank and Central State Investment Services are not registered broker/dealers or affiliates of LPL Financial.
** As reported by Financial Planning magazine, June 1996-2012, based on total revenue.