» Investment Options

Investment Options

Securities

  • Mutual funds
  • Stocks
  • Bonds
  • REITs
  • Tax advantage products

Annuities

  • Fixed
  • Variable
  • Indexed

Business Retirement Plans

  • SEP
  • SIMPLE
  • 401(k) plans

Individual Retirement Plans

  • Traditional IRA
  • Roth IRA

Investment Services

Retirement Planning

  • Retirement goal setting
  • Specific illustration of required actions to help achieve goals
  • Alternative strategies

Financial Planning

  • Personal, complete planning service
  • Recommendations and illustrations

College Education Planning

  • Needs analysis
  • Illustration of funding alternatives
  • Review of investment options

Investments

  • Risk assessment
  • Asset allocation
  • Graphic comparison of current portfolio to alternatives
  • Periodic performance review

Investments, insurance and investment advisory services are offered through Fintegra Financial Solutions, an independent broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser.  Their Office of Jurisdiction phone number is (763) 585-0503.  Grand Rapids State Bank and Fintegra are not affiliated.  Scott Sarkela is a Registered Representative and Investment Advisory Representative of Fintegra.

Grand Rapids State Investments' advisory services and investments:

  • Are not FDIC insured
  • May lose value
  • Are not bank guaranteed
  • Are not insured by any government agency
  • Are not a deposit