New Vienna Investment Center
Every investor has unique financial objectives. Because there are so many choices for the individual investor, it is crucial that someone is on your side with the information and experience to guide you to financial freedom.
Our investment executives want to match your individual needs. That is why our representatives are not limited to proprietary products, nor do our professionals receive any incentives to sell a certain product.
Our professionals offer premiere investment services with knowledge and confidence. We believe an informed investor will feel more comfortable with their investment decisions.
Our goal is to see every client gain freedom from financial worry. We want you to experience a life that is meaningful to you. This is true wealth. Achieving this is SIMPLE, but it is not easy. We provide valuable investment insight to investors in every season in life.
Our commitment is to create long-lasting, trusting relationships with clients. We accomplish this by dedicating our time, our service and our energy toward continually meeting our clients' needs. Our investment executives practice this philosophy by carefully listening to the unique concerns of each individual. Because we care about you, our representatives only provide recommendations that best serve each investor's distinctive needs.
In a phrase, we live by the Golden Rule: We care for people the way we want to be cared for.
If you are interested in learning more about the choices available to help you meet your long-term and short-term goals, please contact:
Judy Gogel 319-465-5921 jgogel@citizensstateonline.com
Brian Gogel at 319-465-5921 bgogel@citizensstateonline.com
IBA Securities
New Vienna Savings Bank has a clearing agreement with IBA Securities to offer investment and insurance services to their customers. IBA Securities is a division of Broker Dealer Financial Services Corporation (BDFSC) located in Johnston, IA. BDFSC provides training and operational support for New Vienna Savings Bank Investment Center registered representatives and over sixty-five other banks in the state of Iowa. Broker Dealer Financial Services Corporation is a member of FINRA and SIPC.
Clearing Services
Broker Dealer Financial Services Corporation contracts the clearing services of
First Clearing LLC to process and carry accounts. First Clearing LLC provides account
protection and clearing services and also provides secure online account access
for clients from the www.bdfs.com website.
Account Protection
Excess SIPC Surety Bond No. 1016-04 provides each Customer of First Clearing, LLC with replacement or payment coverage up to that portion of the Customer's Net Equity that represents a loss of Securities (as defined in SIPA) and/or cash that is in excess over all receipts by the Customer with respect to the Customer's Net Equity whether from First Clearing, LLC, a Trustee or SIPC and whether funded by Customer Property, SIPC advances, the general estate of the Principal or otherwise.
This coverage does not protect against loss of market value of securities.
Disclosures
Information contained within this site is for informational purposes only. It is general in nature and should not be construed as a solicitation of business or as advice designed to meet the needs and objectives of individual investors. Each individual investor's needs, risk tolerances and financial objectives differ significantly. All investment products mentioned within this site will not fit the suitability standards and investment objectives for all investors. It is recommended that investors meet with a qualified financial advisor and discuss which products will best suit their requirements.
This information should not be considered an offer or solicitation to buy or sell any given security. It is not our intention to state or imply, in any manner, that past results and/or profitability is an indication of future performance. While we consider the sources of the information found within this site to be reliable, accuracy cannot be guaranteed. Broker Dealer Financial Services Corp. can only transact business in states where it is registered or where an exemption from such registration exists.
Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corporation, member FINRA & SIPC. Products offered are not FDIC insured, nor bank guaranteed, and principal may lose value.
Email us at nvsbonline@nvsb.com.
LINKS
http://www.bdfs.com/
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