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WE'RE HERE FOR YOU

We offer accounts that provide a high rate of return. Let us show you what our team of professionals can do for you and your organization.

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PRODUCTS
& SERVICES

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

CONTACT

To learn more about these and other investment plans

Concetta Johnson

Financial Advisor

Meet Concetta Siciliano, Financial Advisor with SB Financial, a division on Security Bank . Concetta has a Bachelor’s in Business Administration specializing in Finance from Saint Mary’s College in Notre Dame, IN. She grew up in northern Indiana and moved to the Springfield area in 2015. Concetta’s career in finance started as an assistant to a financial advisor at a brokerage firm and in 2005 she became a financial advisor in the western suburbs of Chicago at the age of 24. In 2011, she decided to step back from advising to raise her 2 young children. Concetta joined SB Financial in the spring of 2021 and assists individuals and businesses in creating and managing their wealth. Her practice focuses on retirement, education, and insurance planning. Call Concetta at 217-541-1222 or email concetta@sbfinancial.biz.

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.