Investing Solutions

Community State Bank is pleased to announce the offering of a complete line of investment services for individuals, families, and small businesses through its partnership with Raymond James Financial, Inc. Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, as well as investment banking and asset management.

Personal Investing Solutions

  • Brokerage investment accounts
  • Retirement planning
  • College planning
  • Legacy, Tax, and Estate Planning
  • Cash Management Solutions

Small Business Solutions

  • Qualified Retirement Plans
  • Key Person Insurance
  • 401(k) Profit Sharing Solutions
  • Simplified Employee Pension (SEP) Plans
  • The Owners-only 401(k)

Investment and Insurance Products: are Not insured by the FDIC; are Not deposits or other obligations of Community State Bank and are not guaranteed by Community State Bank; are subject to investment risks, including possible loss of the principal invested. As Federal and state tax rules are subject to frequent changes, you should consult with a qualified tax advisor prior to making any investment decision. Investing involves risk and you may incur a profit or a loss. Speak with a financial advisor before acting on any information. Raymond James & Associates, Inc. member New York Stock Exchange/SIPC