Investment Center

Castroville State Bank offers an investment services program through Sigma Financial Corporation, a Michigan based Independent Broker-Dealer. Through on-site financial planning and investment solutions, they partner with us to help you to reach your financial goals. Brad Thompson is available at Castroville State Bank to provide assistance.

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Why work with a financial advisor?

You work hard and we want to do all we can to make sure you save and invest wisely. A financial advisor can help you achieve both short- and long-term financial goals, whether you have one or many, as well as plan and prepare for the unexpected events that may arise. Through an ongoing, collaborative relationship with an advisor plus secure access to your accounts online, you can track your progress at any time and receive timely advice when you need it.

A comprehensive approach.

We care about what matters most to you. That’s why we’ve established a relationship with Brad, who dedicates his practice to helping you achieve your financial goals. Together, you and your advisor will evaluate your financial life to see how it all fits. From there, your advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your advisor will help you prioritize what’s important today, while planning for a confident tomorrow.

Call us today for a complimentary review.