CSB Investment Services is a financial advisory service that offers investment, insurance, and financial planning. To provide you this value-added service, Chelsea State Bank has partnered with Investment Professionals, Inc. (IPI), an independent Texas-based investment and insurance brokerage and asset management firm specializing in the on-site delivery of investment programs for community financial institutions across the United States. This partnership also provides access to traditional brokerage and insurance services. Learn more about IPI at http://invpro.com/.
Your CSB Investment Services Representative
Call today to schedule your complimentary consultation!
We invite you to visit with Michael in any of our
three Chelsea State Bank Locations at no cost to
you. He will answer important questions that can
affect your short and long-term financial security.
Individual services or comprehensive planning is
available based on your preferences and comfort
level.* You can contact Mike at (517) 331-4809.
THE IMPORTANCE OF INVESTING
You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends in large on decisions you make today. When you take the time to build a financial plan you are taking the first step in achieving your goals and we will be there with you every step of the way.
Developing an investment plan requires you to
quantify your goals and could greatly improve your
chances of achieving the retirement you have dreamed
of. It could help maximize the chances of meeting
the objectives in your financial plan that best
aligns with your financial goals.
Having the support and knowledge of a Financial Consultant may improve your chances of having a more secure future for you and your loved ones. Michael can help guide you through the steps you should be taking to best align your investment objectives with your financial goals. You may even discover new opportunities that you haven’t thought of or you may better understand the ones you currently have and improve them to better fit your specific needs.
· FINANCIAL PLANNING
· FIXED INCOME
· CUSTOMIZED INVESTMENT SOLUTIONS
· RETIREMENT PLANNING
INSURANCE & ANNUITIES
· PRIVATE ASSET MANAGEMENT
· EDUCATION PLANNING
· ALTERNATIVE INVESTMENTS
· GLOBAL WEALTH SERVICES
Your Money. Your Community. Your Future.
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CSB Investments Services
Call or email any questions or to schedule an appointment.