The Investment Center
YOU DESERVE TO GET AHEAD.  
 
That’s why we make investment services available right here at Bank of Zumbrota. While these are not bank products and are not FDIC insured, they can be important to your financial future.  At the Cetera Investment Services Investment Center you can get the help you need to reach your financial goals.  
 
Current Cetera Investment Services clients.......log on to www.iconnect2invest.com to view your accounts. 
 
Our investment options include, but are not limited to: 
 
Individual Retirement Plans: 
  • IRA’s
  • Roth IRA’s
  • Retirement Plan Rollovers
  •  
    Business Retirement Plans: 
  • SEP IRA’s
  • Simple IRA’s
  • 401K’s
  • Individual 401K’s
  • 403B Plans
  • Profit Sharing Plans
  •  
    Annuities: 
  • Fixed
  • Immediate
  • Indexed and Variable
  • Stocks and Bonds
  •  
    Mutual Funds 
     
    Unit Investment Trusts 
     
    Insurance: 
  • Term Life
  • Whole Life
  • Long Term Care
  • Long Term Disability
  •  
    College Savings or UTMA 
     
    NOT SURE WHERE TO START? 
    Just call to make an appointment in the Investment Center to discuss any questions or concerns you may have.  There is never any charge for the time spent helping you feel comfortable and reviewing options and conveniences you may have. 
     
     
    Cetera Investment Services 
    Located at Bank of Zumbrota 
    70 West 3rd St 
    PO Box 8 
    Zumbrota, MN  55992 
    (507) 732-7555 
    michelle.gascoigne@ceterais.com 
     
     
    Securities and insurance products are offered through Cetera Investment Services LLC, member SIPC / FINRA.  Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with Bank of Zumbrota where investment services are offered.  Investments are: * Not FDIC insured * May Lose Value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. 
     
    View Cetera Investment Services LLC privacy policy and other important information. 
     
    Investment Adviser Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 
    DISCLAIMER: This business is not responsible for and has no control over the subject matter, content, information, or graphics when viewing links attached to this website.

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