Through our partnership with American Trust Center and their tools and investment management strategies, our team of trusted advisors works with you to create a unique financial portfolio that defines your investment goals and, ultimately, makes sure you attain them. Whether you are looking to discuss short- or long-term goals, we will work closely with you to make sure we understand and can help you reach your goals and dreams for the future.
In addition to doing financial planning and managing portfolios and investments, our Wealth Management team can establish:
Individual Retirement Accounts (IRAs)
Wealth accumulation/preservation plans
College savings accounts
401k and 403b rollovers
Advisors have access to a full line of investment options, such as:
Products and services offered through American Trust Center are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.
Blaine Stockert, Tasha Gartner, Melinda Kempel, and Cole Lauinger, Registered Representatives who offer securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. American Trust Center and American Bank Center are not affiliated with APFS and APA. The financial institution (American Bank Center) and the Broker Dealer (APFS) provide separate and distinct products and services. Securities offered by APFS are not FDIC insured. APFS securities products are subject to investment risk and possible loss of principal invested.