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:
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.