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: |
|---|---|
| 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.
