Investment Services

Established in December of 2016, Security Federal Investment Services introduces personalized financial consultations, right inside Security Federal Savings Bank!

Our Financial Advisors can help you with: 

  • 401(k) Rollovers
  • Traditional & Roth IRAs
  • Education Savings
  • Employer-Sponsored Retirement Plans
  • Stocks, Bonds, Annuities
  • Retirement Income Planning
  • Long-Term Care and Life Insurance
  • Investment Advisory Services
  • Charitable Giving Strategies
  • Much More

Our financial advisors would love to talk with you today! Call 574-722-6261 or send an email to sfinvestments@secfedis.com to schedule an appointment with one of our financial advisors. Ask about our complimentary financial checkups.  

 

Broker Check image for Investment Services

Security Federal Investment Services is a division of Security Federal Savings Bank (SFSB).  Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, thedepository institution; subject to investment risks, including possible loss of the principal amount invested.  Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC.  MSTC and SFSB are not affiliated. Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.

Service Categories: