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.
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.