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BCB Investment Services

BCB Investment Services

Investment Services

Providing traditional strategies and reliable services, as we partner with you in building wealth and managing risk, to meet all your financial goals.

Financial Consultation

We offer a free consultation, where we take time to learn about you, and to evaluate your financial situation. We then craft and implement solutions in order to help you achieve your goals.
It doesn't stop there. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.

Portfolio Construction and Management

We construct a portfolio based on your current situation and the goals you are trying to meet. We are available to meet regularly to review your portfolio. We take a hands-on approach to ensure that your portfolio reflects your needs and goals.

Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers

We can analyze the current plan offered to your employees and provide objective feedback. If areas need improvement, we'll recommend a course of action. We can also assist in implementation of a new plan that meets the needs of your business.

Products and Services we offer:

Investment Products

  • Stocks, Bonds, Mutual Funds, CDs, Money Market Accounts, Annuities

Individual Retirement Accounts

  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs

Insurance Products and Services

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

Employer Sponsored Retirement Plans

  • 401(k), 403(b), 457, Simple IRA, SEP IRA

529 College Savings Plans
Trust Accounts

For more information on BCB Investment Services, please call us at 319-624-7111 or email us at info@bankatbridge.com.

Investment Products and Services

Securities and Insurance are offered through Midwestern Securities Trading Company, LLC.  Member FINRA/SIPC
 

Not a deposit and not insured by any federal government agency.  Securities are not FDIC insured, carry no bank guarantee, and may lose value.
 

BCB Investment Services is a division of Bridge Community Bank