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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 Ryan Welle at 218-333-4342, Jacquie Williamson at 218-333-4333 or Darlene Dorr at 218-333-4349 to discuss your investment options.

 

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, Ryan Welle, Jacquie Williamson and Darlene Dorr 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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