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Tri City Investment Services

Tri City Investment Services

At Tri City Investment Services, our team of advisors believes that your core values should drive your investment program.

Whether your priorities lie in planning for retirement, funding a child’s or grandchild’s education, passing your
estate to your heirs or contributing to a favorite charity, we want to be certain that we understand you and
your goals before designing and implementing an investment strategy.

We believe that a thorough understanding of your individual needs and desires is essential to building a lasting relationship.

Financial Advisors of Tri City Investment Services can only conduct business in the states in which they are licensed.

Our Financial Advisor Team

As you search for an Investment firm, consider one whose team has extensive and excellent financial skills, knowledge and personal integrity. 

At Tri City Investment Services our team of Financial Advisors is:
  • concerned about your financial welfare and committed to help you reach your goals
  • effective listeners who take time to get to know you and understand your unique financial perspective
  • competent, experienced professionals who have the expertise and resources
  • available to offer sound advice
  • a complement to your legal and tax experts, bringing you comprehensive planning for long-term prosperity
Learn more about our investment services team.

Products and Services

Our Financial Advisors have access to an extensive array of products and services.  Among them are:
  • Financial Reviews
  • Retirement Planning
  • Mutual Funds
  • Fixed and Variable Annuities
  • Unit Investment Trusts (UITs)
  • Long-term Care Insurance
  • Education Planning
  • Life Insurance
  • Business Planning
  • Bonds
  • Stocks
Our clients also come to us for expert advice on handling their qualified funds such as Traditional and Roth IRAs,
SEP and SIMPLE IRAs, as well as advice on 401(k) and other qualified plan rollovers.

In addition, Tri City Investment Services Financial Advisors provide completely independent and unbiased investment advice.

Taking the Next Step

The first step, getting started, and the last step, taking action, may both be the most difficult.  Each requires a commitment of resources – time, energy and focus. The rewards are well worth the investment.

Call us now. After meeting with our Financial Advisors you will have confidence knowing that we are pointing you in the right financial direction.

Investments, Insurance Products and Investment Advisory Services are offered through Registered Representatives and Investment Advisory Representatives of Fintegra LLC, an independent registered broker/dealer, Member FINRA ( / SIPC ( and SEC Registered Investment Advisor. OSJ phone 1-800-870-7993. Not all insurance products maybe offered through Fintegra LLC. Investment and Insurance Products: • Are NOT FDIC Insured  • Are NOT Bank Deposits • Are NOT Insured by any Government Agency • Are NOT Guaranteed by any Financial Institution • May Lose Value.
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You may contact us at 414-TRI-CITY (414-874-2489) or visit any branch.
Copyright 2013 Tri City National Bank. All Rights Reserved.

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