Financial Services

We have a long-standing commitment to providing superior service, financial knowledge and valuable experience to our customers. Our goal is to help you manage your finances and pursue your dreams – whatever they may be! In keeping our commitment to excellence, we encourage you to visit us. Through our relationship with SagePoint Financial Inc., we can provide access to financial expertise and strategies for virtually every planning or investment need. Whether your goals include Retirement Planning, College Planning, Tax Advantaged Savings or Portfolio Review, we can help. Our financial services team has information and access to a comprehensive array of investment products and services, including stocks, bonds, mutual funds, annuities, Individual Retirement Accounts, Life Insurance and more.

Retirement

Do you know where your retirement money will come from? Will you have a dependable stream of income when the time comes? We can help you sift through all of your choices and point you toward the investments best suited for your goals and risk tolerance.

Investments

Tailored investment strategies can help you invest with confidence. Rely on trustworthy professionals who understand sound investing practices and experience you can count on.

Estate

Is there a plan in place to ensure loved ones are properly taken care of when you’re no longer around to do so? Whether your estate is large or small, institute a plan to have assurance that it will be distributed appropriately when the time comes.

IRAs and Rollovers

If you change jobs, don’t leave your 401k behind. We can help you through the process of rolling over your 401k from your previous employer into a 401k you can manage.

 

Securities offered through SagePoint Financial, Inc., member FINRA/SIPC Insurance services offered through PFSB Financial Services. Peru Federal Savings Bank and PFSB Financial Services are not affiliated with SagePoint Financial, Inc. Securities are not FDIC insured; obligations of or guaranteed by Peru Federal Savings Bank and may lose value.

Insurance services offered through PFSB Financial Services. Peru Federal Savings Bank and PFSB Financial Services are not affiliated with SagePoint Financial.

This communication is strictly intended for individuals residing in the State of Illinois.