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Investment Services

AN INVESTMENT APPROACH FOCUSED ON YOU

Fancy suits, fancy investment products and fancy language; you will find those things at many investment agencies. What you won’t find is a lot of talk about youyour goals and your hopes and dreams for your retirement.

At CBI Bank & Trust and CBI Investment Services you will find the exact opposite when you come to us for your investment needs.

OUR INVESTMENT APPROACH

Our whole approach to investing revolves around thing: you. Before we make a single recommendation, our team gets to know you, your future goals and your lifestyle. There is no pushing specific investment types or categories, simply solid investing recommendations built on the helping you achieve your goals.

OUR INVESTMENT SERVICES TEAM

The team at CBI Investment Services is made up of:

  • Matt Strajack, Assistant Vice President and Investment Consultant
  • Jordan Miller, Investment Consultant
  • Pesey Davis, Administrative Assistant

Together they offer over two decades of experience in the investment industry.

ABOUT LPL FINANCIAL

Securities are offered through LPL Financial*, one of the nation’s leading independent brokers. The lack of “in-house” investment products is essential, as it allows the focus of investment conversations and planning to remain where it should be: on the client and their goals.

Contact CBI Investment Services Today

CBI Investment Servcices is located on the second floor of the CBI Bank & Trust building at 301 Iowa Avenue in Downtown Muscatine.   Contact information is:
Phone:  (563) 262-3802

Please note:  Electronic email is not secure. Please do not send sensitive information such as account numbers, account balances or Social Security numbers through email.

The building’s hours are 9 AM to 4 PM Monday through Thursday and 9 AM to 5 PM Fridays.  Additional information is available by visiting the CBI Investment Services website at this link.

 

*LPL Financial and its affiliates, Member FINRA/SIPC

Investment products are not FDIC insured, are not guaranteed by the bank, not a deposit, not insured by any federal government agency and may lose value.

Not FDIC InsuredNo Bank GuaranteeMay Lose Value
Not a DepositNot Insured by any Federal Government Agency