Our Services
At Investment Center, we are a fee-based advisory firm that puts the Fiduciary Standard above all else, meaning we put our clients' needs and interests first and foremost. We recognize each client comes with a unique situation and individual goals, therefore each product or plan recommended is specifically and individually suited for that client. We are intently focused on creating client relationships that last a lifetime, being here to support and advise through every financial situation life encompasses. In total, Investment Center at Crossroads Bank provides expert assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Fee-based Advising
- Tax Strategies
- 401k Planning
- 403b Planning
- College Funding
- Estate Planning Strategies
- Money Management
- Retirement Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance