Cetera Investment Adviser Representative
CSB Investment Services
Powered by Cetera Investment Services
With multiple ways to invest money and enjoy a good return, we provide you with a full spectrum of investment products, including those that have commonly been offered by brokerage firms.
- Mutual Funds
- Stocks and Bonds
- Money Market Funds
- Tax-Favored Investments
- Tax-Deferred Fixed and Variable Annuities
- Wealth Management Strategies
- Financial Planning Services
- Fee Based Asset Management
- Extended Care Coverage
Drawing on a wealth of experience to create a strategy and portfolio that delivers the results you want, Cheryl will assemble a personalized plan to help meet your investment objectives.
Take advantage of the following services:
- Dividend Reinvestment
- Cashless stock option exercises
- Direct deposit of settlements into checking/savings accounts
- Consolidated statements, including mutual fund and annuity positions
- eStatement Option
- Online Account Access
Cetera Investment Services is an experienced brokerage firm, providing services to customers of nearly 500 financial institutions. Customers like you have convenient access to securities investments at CSB with its familiar, comfortable surroundings and friendly people.