Phone 217-593-7737

Fax 217-593-7739

North Adams Investment Services provides personalized financial consultation and management including a wide range of investment and insurance solutions. Our team will be able to help you develop and meet your financial goals from education funding to retirement planning and long-term care management. North Adams Investment Services provides a free face to face consultation to better understand your personal circumstances and then help develop a solution for each individual. The North Adams Investment Services’ financial advisor is willing to meet you at your convenience.  To make an appointment please contact us.

Our Products Include:Types of Accounts:
StocksBrokerage: We have the flexibility to help build and manage your portfolio in a manner you’re comfortable with.
Mutual FundsMutual 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 are:
BondsIndividual or Joint Accounts
AnnuitiesTrust Accounts
CDsCustodial Accounts
Money Market AccountsTraditional or Roth IRA
Life insuranceRollover IRA
Long-term Care InsuranceSimple/SEP IRA
Disability Income Insurance529 College Savings Plan
Employer-sponsored Plans
401(k)
403(b)
457

North Adams Investment Services is a division of North Adams State Bank.  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 North Adams State Bank are not affiliated.

Check the background of this investment professional on FINRA’s BrokerCheck.