Bank of Zumbrota, Zumbrota Minnesota

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 PrimeVest Financial Services Investment Center you can get the help you need to reach your financial goals.

Current PrimeVest clients.......log on to www.eprimevest.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

Options for convenience:

You have the option of investing with a lump sum, systematically, or occasionally. You can drop off your investment, use online sources or mail in additional contributions depending on the type of investment you choose and what is convenient or comfortable for you.

New to Investing:

Not sure where to start? No problem, just make an appointment with Michelle in The Investment Center and you will be able to discuss any questions that you may have. There is never any charge for time spent discussing your questions or concerns. Michelle will gladly take the time that you need to feel comfortable and let you think about your options.

* Mutual Funds, Insurance products, and tax deferred annuities are not insured by the FDIC, are not deposits or obligations of Bank of Zumbrota, are not guaranteed by Bank of Zumbrota, and are subject to investment risks including possible loss of the principal amount invested.