Investment & Trust Services

• 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.

  
  Investment & Trust Services

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

• 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.

  
  Let’s Start the Conversation

  

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

   

   

  Investment services, offered by Clearstead Advisory Solutions, and trust services, offered by Clearstead Trust, are not services of State Savings Bank. State Savings Bank is not an affiliate of Clearstead Advisory Solutions or Clearstead Advisors. Clearstead Advisory Solutions is a division of Clearstead Advisors, LLC and an investment adviser registered with the SEC under the Investment Advisers Act of 1940. Investments are not FDIC-insured.