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.
Click to view our investment website.
| 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 |
| Annuities | Trust Accounts |
| CDs | Custodial 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 |
| 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.
