Investment Services

Home Investments

MBT Investments is a full-service financial center committed to offering high quality investments, products, services, and financial strategies to the people and organizations we serve. We believe in providing high quality products, professional service, and the promise to appreciate and value your business. With 23 years servicing our communities you can count on MBT Investments as a trusted source for your financial needs.  To speak with an investment representative, please contact our office at 641.585.4727. You may also visit us in person at 
245 E J Street in Forest City, or 1919 US Highway 18 E in Clear Lake. FINRA Broker Check

Personal Strategies for Growth & Income:

  • Mutual Funds
  • Unit Investment Trust
  • Stocks
  • Annuities
  • Brokerage CD’s
  • Bonds – Municipal, Corporate & Government
  • Treasuries
  • IRA’s – Traditional & Roth
  • Real Estate Investment Trusts (REIT)
  • 1031 Exchanges

Personal Strategies for Asset Protection:

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Burial Trust

Personal Strategies for Asset Transfer:

  • Estate Planning
  • Tax-free Transfers
  • Charitable Giving
  • Business Succession Planning

Business Strategies for Growth & Stability:

  • Simplified Employee Pension Plans (SEP)
  • Simple IRA’s
  • Profit Sharing Plans
  • 401 (k) Plans

Business Strategies for Asset Protection:

  • Key Person Insurance
  • Debt Protection Plans
  • Executive Benefit Plans
  • Employee Life Insurance Benefit Plan

 

Securities offered through Securities America, Inc., Member FINRA/SIPC.
Advisory services offered through Securities America Advisors, Inc., Matthew K. Jennings & Troy E. Hall, SEC Registered Investment Advisors, Manufacturers Bank & Trust, MBT Investment Center and the Securities American companies are unaffiliated.

NOT FDIC/NCUSIF INSURED*MAY LOSE VALUE*NO BANK GUARANTEE*NOT A DEPOSIT*NOT INSURED BY ANY FEDERAL GOVERNEMENT AGENCY

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.