Investment Services*
Achieving all of life's financial goals requires a mix of banking products for your short-term needs and investment solutions* for your long-term goals. At Midwest Bank, we make it easy and convenient for you to pursue a life's worth of financial goals.
Whether you want to create a blueprint for your short- and long-term financial goals with a comprehensive financial plan, or put in place tax-advantaged estate-planning strategies to secure and shelter assets for your heirs, Midwest Bank's Wealth Management Advisors can help.
A variety of solutions
Through our corporate affiliate, Midwest Financial and Investment Services, Inc., an independent broker/dealer, we make available a variety of investment solutions and services. We can help you:
- Accumulate assets for retirement with a Traditional or Roth IRA
- Set up a Rollover IRA from your former employer's retirement plan
- Create a tax-advantaged college savings plan
- Diversify an investment portfolio with stocks, bonds, mutual funds and other investment alternatives
- Build tax-efficient investment strategies
- Generate income in retirement
- Take advantage of various insurance products and strategies
A proven strategy
Guiding our investment process is a commitment to asset allocation, a time-tested strategy that allocates your investment dollars according to your goals, time frame and risk tolerance. Based on these specifics, we'll show you how to build an effective portfolio of mutual funds.
Our Wealth Management Advisors are located in most of the Midwest Bank banking centers. Or, please call 1-708-453-5180 for more information.
* Securities and insurance products offered exclusively through Midwest Financial and Investment Services, Inc., a wholly-owned subsidiary of Midwest Bank and Trust Company, Member FINRA-SIPC and a licensed insurance agency. Products offered are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, and are subject to risks, including the possible loss of principal. Home Office: 925 Curtiss Street, Downers Grove, IL 60515. (708) 453-5180. Click on the following link to read important information regarding: Order Flow, Business Continuity, and Margin disclosures. SEC Order Execution/Routing Disclosure.
This site is published for residents of the United States only. Midwest Financial and Investment Services' Wealth Management Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site.
