BCB 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.
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:
- 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
For more information on BCB Investment Services, please call us at 319-624-7111 or email us at firstname.lastname@example.org.
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