Investment Services 

 

We offer investment services and financial planning to our customers through an affiliate of the Cedar Valley Bankshares, Ltd. bank holding company.  David Jarvill has earned the designation of Certified Financial Planner and is qualified in offering financial advice in asset management, financing a child's education, planning for retirement, and estate planning.     

 

Every individual investor is different, with unique financial needs.  Dave will help you develop an investment strategy based on YOUR goals and objectives.  Investment choices may include the following options: Mutual funds, individual stocks, municipal bonds, tax-deferred annuities, corporate bonds, deferred compensation plans, and qualified plans, simple IRA, 401k, ESOP.   

 

If you would like more information or an appointment to visit with David Jarvill, contact First State Bank at (641) 749-5356.  We will be glad to schedule an appointment to meet at the Bank or in your home.  There is no charge or obligation for a visit to see how we can help. 

 

Securities provided through Broker Dealer Financial Services Corp.  Broker Dealer Financial Services Corp. is not a bank, and securities offered by it are not bank deposits or obligations of or guaranteed by a bank, nor are they insured by the Federal Deposit Insurance Corporation (FDIC).  In addition, the purchase of such securities involves investment risk, including possible loss of principal.