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 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.

Securities offered through CETERA™ INVESTMENT SERVICES LLC

Member FINRA and SIPC

Located at Bank of Zumbrota

70 West 3rd St

PO Box 8

Zumbrota, MN 55992

(507) 732-7555

michelle.gascoigne@ceterais.com

CETERA™ INVESTMENT SERVICES LLC is not affiliated with Bank of Zumbrota.

CETERA™ INVESTMENT SERVICES LLC. Member SIPC / FINRA. Securities and insurance products offered by CETERA™ INVESTMENT SERVICES 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.

View CETERA™ INVESTMENT SERVICES LLC privacy policy and other important information.

Investment 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.