Investment & Trust

Local Guidance. Long-Term Confidence.

At State Savings Bank, we believe financial planning should feel personal, not complicated. Our investment services are designed to help you plan for the future with confidence, whether you’re building wealth, preparing for retirement, or managing a legacy for the next generation.

Through our partnership with Clearstead, an experienced independent advisory firm, we’re able to offer clients access to a broader range of investment tools and specialized expertise, all delivered with the personal attention you expect from State Savings Bank.

Our Philosophy

Every financial journey is different. That’s why we take a thoughtful, comprehensive approach — aligning your investment strategy with your life goals, values, and risk comfort. We focus on clarity, consistency, and trusted relationships to help you make informed decisions at every stage of life.

Our Investment Services

• Comprehensive Financial Planning: Custom strategies for growth, preservation, and transition of wealth.
• Investment Management: A disciplined, transparent process guided by your goals.
• Trust & Estate Planning: Ensuring your assets are protected and your legacy endures.
• Tax Planning & Coordination: Helping you manage the impact of taxes on your financial outcomes.
• Retirement & Education Planning: Preparing for what’s ahead with confidence.

Let’s Start the Conversation

Your financial goals deserve a partner who understands both your needs and your community. Meet Tammy Liss, Relationship Manager, who can help you get started and connect you with the right investment solutions. Call Tammy at (231) 252-8017 or email tliss@ssbankmi.com.