Preparing for your financial future is a vital part of everyone’s life, whether you are preparing for retirement, sending a child or grandchild to college, or planning for your estate.  We can help you prepare for these important times and all of the transitions in between. 

Products and Services we offer:

Investment Products

• Stocks | Bonds | Mutual Funds | CD’s | 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

Group Retirement Accounts

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

529 College Savings Plans

Trust Accounts

Financial Planning

• Analysis of Financial Goals

• Preparation of Financial Plan

Investment Advisory Services

• Fee based asset management

• Independent Investment Analysis

Financial Consultation: We offer a free consultation to evaluate your financial situation. We take time to learn about you.  We then craft and implement solutions 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 your current plan that is being 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 which meets the needs of your business.

For more information on PSB Investment Services, please call Cassie Taraboletti at our Peoria branch, 309-693-9494. 

Securities are not FDIC insured, carry no bank guarantee and may lose value.  Securities and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC.  Member FINRA/SIPC.

Some of the links on this website direct you to other web sites.  These are provided to help customers and non-customers.  Princeville State Bank does not control the content nor can we assure the accuracy of the information on these web sites.