Planning for your future
What does the future hold? The truth is, you never know what tomorrow, next week or next year will bring. The professionals within State Bank’s Wealth Management department work every day to help individuals just like you plan for the future through our personal wealth management services.
What does Wealth Management mean?
We look at wealth management in two ways: First, helping you build and grow your wealth; second, making sure it is distributed and managed appropriately.
Financial Planning, Retirement Plans and Other Services
The Investment Department of our Wealth Management team is ready to provide assistance with:
- Financial Planning
- College Planning
- Private Investment Management
- Retirement Income Strategies
- Traditional & Roth IRAs
- Stock, Bonds & Brokered CDs
- Mutual Funds & ETFs
- Fixed & Variable Annuities
- Life, Disability & Long-Term Care Insurance
Simply contact our investment professionals to get started today!
- Mark B. Holmquist, Financial Advisor, A.A.M.S - 319-352-8941
Securities and insurance products are offered through Cetera Investment Services LLC, Member FINRA & SIPC. Advisory services are only offered by Investment Advisor Representatives through Cetera Investment Advisors LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Not FDIC insured | No Bank guarantee | May lose value | Not a deposit | Not insured by any federal government agency
Experts in Trust Administration
Take advantage of the trust professionals we have within our Wealth Management team at State Bank. From acting as a trustee to an agent working on your behalf, our trust experts are ready to serve and help you allocate your wealth.
Our trust services include:
- Retirement Accounts
- Investment Agencies
- Specialized Asset management
Give yourself peace of mind and get in touch with either of our trust professionals, Mark Platte or Madeleine Ambrose, at 319-483-1001.