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Business Investments

Business Investments
     Community Investment Center
 
(262) 878-3763 ext. 274
 
Toll-free 1-888-414-6837
 

The financial world we live in is constantly changing and sometimes confusing - especially when it comes to the vast options available for your money.

At Community Investment Center we believe in providing our clients with the best and most complete array of financial products and services available, combined with objective, unbiased advice and support. You deserve nothing less - you've worked hard for your money, and we want to see you succeed on your path to financial independence.

The Investment Center, located at Community State Bank Main Office, works with only quality investment and insurance companies, and strives to find the best products and services to fit our client's specific financial needs.

 
FINANCIAL PRODUCTS & SERVICES
   
Brokerage Accounts: Stocks, Bonds
Retirement Plans: 401(k)/Simple
Investment Portfolio Development, Allocation, and Maintenance
Specialized Investments: REITs, UITs
IRAs: Traditional, Roth, SEP
Fixed and Variable Annuities
Mutual Funds
Retirement Planning
Educational Planning
Estate Planning
Tax-Advantaged Investing
Business Planning
Meet Our Investment Representative
   
Bob Gulan
Bob Gulan
Investment Representative
INVESTMENT AND INSURANCE PRODUCTS ARE OFFERED THROUGH FINTEGRA SOLUTIONS, AN INDEPENDENT REGISTERED BROKER DEALER. MEMBER NASD/SIPC,OSJ #763.529.0503 ROBERT GULAN, IS A REGISTERED REPRESENTATIVE OF FINTEGRA.
FINTEGRA IS NOT AFFILIATED WITH COMMUNITY STATE BANK.

INVESTMENT & INSURANCE PRODUCTS: ARE NOT FDIC INSURED • NOT BANK DEPOSITS • NOT GUARANTEED BY BANK • NOT INSURED BY ANY GOVERNMENT AGENCY • AND MAY LOSE VALUE

Bob Gulan is registered to conduct securities business and licensed to conduct insurance business in Wisconsin. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the U.S.