Full-Service Portfolio Management
First National Bank of Northfield customers have access to a full range of investment options through First National Investment Services. We offer full-service portfolio management with the same care and personalization you’ve come to expect from First National.
Our services include:
- Financial planning solutions
- Retirement planning
- 401k rollovers
- Traditional and Roth IRAs
- Education funding solutions
- Charitable giving planning
- Life insurance
- Long term care insurance
- Estate tax review
- Portfolio review
- Business planning (401k plans, simple and SEP IRAs, succession planning)
Meet Our Investment Team
- Administrative Assistant507-645-0495
- Marketing Assistant507-645-0495
- Financial Advisor507-645-0495
First National Investment Services
105 East 4th Street, Suite 100
Northfield, MN 55057
Registered Representative, Diane Weyrick, may only transact business in a state if first registered with that state.
Investment products and services available only to residents of:
Arizona, California, Colorado, District of Columbia, Florida, Illinois, Iowa, Maine, Minnesota, Missouri, New York, North Dakota, Washington, Wisconsin.
Investment Centers of America, Inc. (ICA) member FINRA, SIPC and a Registered Investment Advisor is not affiliated with First National Bank of Northfield or First National Investment Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.