At State Savings Financial Services, we are committed to helping you achieve your financial goals. Kurt Bard, a Financial Advisor at State Savings Bank and a registered representative of Infinex Investments Inc., is ready to help guide you to a solid and secure financial future.
A full range of financial products and services are available, including:
Kurt Bard, Financial Advisor
Kurt specializes in investment 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.
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.