Forward thinking. Forward banking.

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.

Advisors

Brian Card     PSB Investment Advisor (on left) 309-385-4375     bcard@midwesternsecurities.com

Corey Kelly     PSB Investment Advisor (on right) 309-693-9494     ckelly@midwesternsecurities.com

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 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 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

Financial Planning

  • Analysis of Financial Goals
  • Preparation of Financial Plan

Investment Advisory Services

  • Fee based asset management
  • Independent Investment Analysis

For more information on PSB Investment Services, please call us at 309-385-4375 or contact us online.


PSB Investment Services is a division of Princeville State Bank (PSB). Securities are not insured by the FDIC; not a deposit or other obligations of, or guaranteed by, the depository institution; and are subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and PSB are not affiliated.