Investment/Trust Services

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

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Helpful Resources

  • Meet Our Team

    Find biographies and contact information for our Isabella Bank Investment & Trust Services Team.

  • Planning Guides

    Search our planning guides to learn more about retirement planning, selecting the right trustee, college planning, long term care insurance and many other topics specific to your life stage.

  • Overview of Services

    Get a quick summary of all of our services including stocks, bonds, mutual funds and insurance in the overview.

  • Newsletters & More

    Read more about investment and trust topics in our Investment & Trust Services Newsletter, Ask a Trust Officer, and Economic Outlook.

 

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.