How may we help you?
At SB Financial we are committed to helping our clients turn their financial goals into realities. Our commitment is firmly rooted in providing high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better: your family, your business, your financial goals, and your investment needs in the Springfield and Central Illinois areas.
Through our relationship with Midwestern Securities Trading Company, LLC, our clients have access to a wide array of financial and wealth management plans, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. Midwestern Securities Trading Company, LLC is a registered broker/dealer and a FINRA member firm.
Types of Accounts
Brokerage
We have the flexibility to help build and manage your portfolio in a manner with which you’re comfortable
Mutual Fund Accounts
These are accounts held directly at a particular mutual fund company
account titles available
- Individual or Joint Accounts
- Trust Accounts
- Custodial Accounts
- Traditional or Roth IRA
- Rollover IRA
- Simple IRA
- SEP IRA
- 529 College Savings Plan
- Employer-sponsored Plans
- 401(k)
- 403(b)
- 457
Our products include
- Stocks
- Mutual Funds
- Bonds
- Annuities
- CDs
- Money Market Accounts
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
To learn more about these and other investment plans call 217-541-1222.
SB Financial is a division of Security Bank (SB). Securities are not insured by the FDIC, not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and SB are not affiliated. Check the background of this investment professional on FINRA’s BrokerCheck. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Please note that not all of the investments and services mentioned are available in every state.