Investment Services

At State Savings Bank, we make a serious investment in each and every client. Kurt Bard, a trusted Financial Advisor at State Savings Bank and a registered representative of Infinex Investments Inc., is available to help guide you to a solid and secure financial future.

Kurt specializes in investment planning and retirement planning; helping clients achieve and maintain a desired balance of investment income and growth, based on a custom-tailored investment strategy. Kurt has helped clients through a comprehensive investment planning approach for 20 years. He holds Series 7, 9 and 10 as well as 63 and 65 securities certifications.

 

 

 

 If you would like to make an appointment or get further information on our services, e-mail Kurt Bard or call (231) 399-0448.

 

 

 

 

 

 

 

A full range of financial products and services are available, including:

  • Financial Planning
  • Retirement Planning
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • 401(k)s
  • Rollovers
  • Transfers
  • College Planning
 
  • Tax Exempt & Tax Deferred Strategies
  • Annuities -- Fixed, Variable, Indexed & Immediate
  • Life Insurance
  • Long Term Care Insurance
  • Small Business Services
  • Mutual Funds
  • Stocks & Bonds

 

 

 

 

 

 

 

 

 

 

 

Investment, insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. State Savings Financial Services is a trade name of State Savings Bank. Infinex and State Savings Bank are not affiliated. Products and services made available through INFINEX FINANCIAL GROUP: are not a deposit, not insured by any government agency, not FDIC insured, not guaranteed by the bank, and may go down in value.