Questions?    319-377-4891    |    888-461-0821

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Investing today helps make tomorrow's dreams a reality!

At FSB, we’ll connect you with the right investment strategies to help you achieve your short- and long-term goals.

We specialize in the following areas:

  • Financial Planning
  • Private Investment Management
  • Retirement Income Strategies
  • Traditional and Roth IRAs
  • Employer Retirement Plans
  • Stocks, Bonds and Brokered CDs
  • Mutual Funds and ETFs
  • Fixed and Variable Annuities
  • Life, Disability, and Long-Term Care Insurance
 Brian Davis 319-730-6976  Carrie Wolfe 319-730-6885

Please call for a free, no-obligation consultation with either Brian or Carrie, or stop by FSB’s main office in Marion located at 1240 8th Avenue.