First National Bemidji Investment Services
Whether your retirement is a few months or a
few years in the future, you'll want to make sure you have a
solid plan in place. If you have an employer sponsored
retirement plan, sheltering it from taxes by using a Rollover
IRA may be the key to your financial future.
We offer a no-obligation review designed to
help you make these important decisions. That assessment will
include your risk and comfort level with your investment
portfolio, what your budget allows for investment and the
various factors in your personal situation. Our recommendations are not based on
commissions.
First National Bemidji Investment Services
offers investments with long-term focus opportunities. These
investments are not insured by any government agencies and are
not bank deposits. They carry no financial institution
guarantee, are not insured by the FDIC and may lose value. Call
Paul Welle at 218-333-4312 or Jacquie Williamson at 218-333-4333
to discuss your investment options.
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Investment
and Insurance Products are offered through Fintegra
Financial Solutions, an independent registered securities broker/dealer,
a licensed insurance agency, a SEC Registered
Investment Adviser, and a member FINRA/SIPC,
OSJ. Phone: 763-585-0503.
First National Bank Bemidji and Fintegra are not
affiliated. Paul Welle and Jacquie Williamson are
registered representatives of Fintegra.
Investment
and Insurance products:
-
Are NOT insured
by any government agency.
-
Are NOT bank
deposits.
-
Carry NO financial institution guarantee.
-
Are NOT insured
by the FDIC.
-
May lose value.
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