Services Offered
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.
Our comprehensive investment services are designed to help you build, protect, and grow your wealth with strategies personalized to your goals and risk tolerance.
Retirement Accounts
- ROTH IRA
- Self-Directed IRA
- SIMPLE IRA
- SEP IRA
- 403(b) Plan
Investment Products
- Bonds
- Corporate Bonds
- US Government Bonds
- Municipal Bonds
- Brokered Certificates of Deposit
- College Savings Accounts
Investment Vehicles
- Mutual Funds
- IRA Mutual Funds
- IRA Annuities
- Stocks
- Tax Deferred Annuities
Insurance Products
- Life Insurance
- Term Life
- Universal Life
- Single Premium Life
- Variable Life
- Long Term Care Insurance
Important Disclosure
Variable insurance products and mutual funds are sold by prospectus only. Before investing, carefully consider the investment objectives, risks, and charges and expenses of mutual fund and variable insurance products and their underlying variable investment options. This and other information is contained in the prospectuses. Obtain these prospectuses from your agent/registered representative or contact the appropriate distributor listed above. You should read the prospectus carefully before investing.
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.
