Whether you're looking for growth, additional income or tax advantages, you need an experienced investment professional who can help you plan an investment strategy that will suit your specific goals and objectives. That's why North Star Bank, in cooperation with PrimeVest Financial Services, Inc. is able to provide customers with easy access to a full range of investment services. Now you can enjoy the convenience of conducting your investment business in a familiar location.
Here are a few of the services and products offered:
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Mutual Funds
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Fixed/Variable Annuities
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Retirement Planning
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Estate Advantaged Investing
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Periodic Investment Plans
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College Planning
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Tax-Favored Investing
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Automated Sweeps Processing
Kermit Iverson, PrimeVest Financial Services, Inc. Representative, would be more than happy to discuss your investment goals and objectives. Call him at 651 487-4412 or email him at kiverson@northstarbank.com.
Not FDIC Insured. May go down in value. No Financial Institution guarantee. Not a deposit. Not insured by any federal government agency. Securities and Insurance products offered by PrimeVest Financial Services, Inc., an independent registered broker/dealer. Member SIPC. Insurance products offered through Preferred Financial Investments, LLC, a licensed insurance agency and an affiliate of North Star Bank.
Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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