Business services and wealth management options

Don’t guess when it comes to investing for your business! Our knowledgeable advisors are here to help you with your business wealth management needs.

Check out the background of our investment professionals on FINRA’s BrokerCheck.

Business wealth management services to help your company’s future

  • Company Owned Life Insurance
  • Key Person(s) Planning
  • Non-Qualified Retirement Plans
  • Succession Planning
  • 401(k) and Qualified Plans

Investment products to help your business grow

  • Certificate of Deposits
  • Common and Preferred Stocks
  • Corporate Bonds
  • Exchange Traded Funds
  • Municipal and Government Bonds
  • Mutual Funds
  • Real Estate Investment Trusts

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Iowa, Arizona, California, Indiana, Wisconsin, Colorado, Illinois, Missouri, Ohio, Oklahoma, & Kentucky. Cambridge and Grinnell State Bank d/b/a Grinnell Investor Center and are not affiliated.

Non-deposit investment products are NOT FDIC INSURED – NO BANK GUARANTEE – MAY LOSE VALUE

*At certain places on our website we offer direct access, or “links”, to other websites.  These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Grinnell Investor Center. Grinnell Investor Center does not endorse, approve, certify, or control these websites, and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there.  Visitors to these websites should not use or rely on the information contained therein until consulting with an independent financial professional.  Grinnell Investor Center does not necessarily endorse or recommend any commercial product or service described at these websites.