Overview of Services

Isabella Bank offers local investment and trust services.  We pride ourselves on delivering personalized service with investment plans tailored to fit your goals.

Annuities
     Fixed
     Immediate
     Variable

Bill Pay Account (Learn More)

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

College Savings Programs
     529 Plans
     Coverdell Education Savings Accounts

Conservator (Learn More)

Custody Accounts (Learn More)

Equity Investments
     Common Stocks
     Stock Unit Investment Trusts

Estate Administration (Learn More)

Fixed Income Investments
     Bonds
     Bond Unit Investment Trusts
     Certificates of Deposit

Individual Retirement Plans
     Individual Retirement Accounts (IRAs)
     Roth IRAs

Money Market Funds

Mutual Funds

Insurance
     Long-term Care
     Long-term Disability
     Life Insurance
     Medicare Supplement

Trust Administration (Learn More)

 

Contact Us

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 Not Guaranteed by Isabella Bank Subject to Risk
Not Insured by 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.