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Our team believes that making money is not important. It's what you do with it that counts. The team of financial advisors at Isabella Bank can help you do more.

We offer local investment and trust services to help you make more of your money and manage it effectively. We pride ourselves on delivering personalized service with investment plans tailored to meet your needs. Contact an Isabella Bank Financial Advisor to discuss your goals today.

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Investment Services

Annuities

  • Fixed
  • Immediate
  • Variable

Insurance

  • Long-Term Care
  • Long-Term Disability
  • Life Insurance
  • Medicare Supplement

Fixed Income Investments

  • Bonds
  • Bond Unit Investment Trusts
  • Certificates of Deposit (CDs)

Individual Retirement Plans

  • Traditional Individual Retirement Accounts (IRAs)
  • Roth IRAs

Business Retirement Plans

  • 401 (k), 403 (b), & 457 (b) Plans
  • Profit Sharing Plans
  • SEP IRAs
  • SIMPLE IRAs

Money Market Investments

  • High liquidity
  • Short maturities

College Savings Programs

  • 529 Plans
  • Coverdell Education Savings Accounts

Equity Investments

  • Common Stocks
  • Stock Unit Investment Trusts

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent, registered broker/dealer. Securities offered through Raymond James Financial Services are:

  • Not Deposits or Obligations of the Bank
  • Not Guaranteed by Isabella Bank
  • Subject to Risk
  • Not Insured by Bank Insurance, FDIC or any other Government Agency
  • May Lose Value

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Financial Services, Inc. Privacy Notice.

Isabella Bank and Isabella Bank Investment & Trust Services is independent of Raymond James Financial Services, Inc. *Trust Services are not affiliated with Raymond James Financial Services, Inc.