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:|
|Stocks||Brokerage: We have the flexibility to help build and manage your portfolio in a manner you’re comfortable with.|
|Mutual Funds||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 are:
|Bonds||Individual or Joint Accounts|
|Money Market Accounts||Traditional or Roth IRA|
|Life insurance||Rollover IRA|
|Long-term Care Insurance||Simple/SEP IRA|
|Disability Income Insurance||529 College Savings Plan|
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.