Tama County Investment Services
Overview
Tama County Investment Services specializes in offering you, our clients, a professional and comfortable investment experience. Our commitment is delivering high-quality, personalized service with a client-first approach.
What distinguishes Tama County Investment Services is its personal emphasis. All services are built around you - your goals, your time frame and your tolerance for risk. As your needs change, our financial strategy evolves.
Services Offered
Our comprehensive investment services are designed to help you build, protect, and grow your wealth with strategies personalized to your goals and risk tolerance.
Contact Us
State Bank of Toledo is proud to have Brian Sokol as your local investment advisor, combining professional expertise with an genuine understanding of what is means to plant hometown roots. As your neighbors, Tama County Investment Services is committed to providing personalized service with care and attention.
You do not need to be a customer of State Bank of Toledo to take advantage of services offered by Tama County Investment Services. There are no special requirements or qualifications. Contact Brian Sokol at 641.484.2980 - Option 3 for a no obligation appointment.
Securities offered through Cambridge Investment Research, Inc. a broker dealer.
Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.
State Bank of Toledo d/b/a Tama County Investment Services and Cambridge are not affiliated.
Non-deposit investment products, including insurance products are NOT FDIC INSURED; NO BANK GUARANTEE; ARE NOT DEPOSITS; MAY LOSE VALUE.
