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Murray State Bank investment services meet client financial objectives with
investments selected to meet their goals. We guide you through various
stages of your life, including retirement planning, education planning,
tax planning and estate planning with written financial plans.
We offer a variety of investment alternatives and services to meet
your needs, including:
- Tax Free Mutual Funds
- Stock Mutual Funds
- Annuities
- Company Retirement Plans
- Life Insurance
- Traditional and Roth IRAs
- College Funding
Our investment professional, Rick Otto is experienced in looking
at an investor’s entire financial picture. With backgrounds as
a Bank Trust Officer, Bank President, and investment planning experience,
Rick can work with you to develop a written plan that can help with
your current and long-term objectives.
Mutual funds, variable products and other investments
are not a deposit product, not insured by FDIC or any other agency of
the Federal Government, or other obligations of any bank, are not guaranteed
by any bank, or any other affiliated entity, are subject to investment
risks, including possible loss of principal invested, and are not insured
by the Securities Investors Protection Corporation (SIPC) as to loss
of principal.
Securities offered through Woodbury Financial Services, Inc., a registered
broker/dealer and member FINRA/SIPC, Box 64284, St Paul, MN 55164. 800-800-2000 licensed in Nebraska and Iowa.
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