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 you, your 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
- E-Mail (Matt Strajack): Matthew.Strajack@LPL.com
- E-Mail (Jordan Miller): Jordan.Miller@LPL.com
- E-Mail (Pesey Davis): Pesey.Davis@LPL.com
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.
*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 Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not Insured by any Federal Government Agency|