Page 16 - New to North Iowa Relocation Guide

WORKING
HERE

FINANCIAL
INSTITUTIONS

FINANCIAL INSTITUTIONS

North Iowa is home to a mix of local and national banks and credit unions. We encourage you to explore your options and see
which is the best fit for you!

Banks Financial Services Legacy Financial Services
641.512.8639
Clear Lake Bank & Trust Co. Allstate - Brian Randall Agency
641.423.2457 641.423.4442 North Iowa Advisors
641.357.6930
Farmers State Bank Burns Insurance & Financial
641.424.3053 641.423.0075 Northwestern Mutual Financial Network
641.424.6265
First Citizens Bank Castle Financial
641.423.1600 641.512.4158 Principal Financial - Eastern Iowa
Business Center
NSB Bank Edgar Financial Group 800.253.7991
641.423.7638 641.424.9899
Principal Financial Group - Pension Center
US Bank Edward Jones - David Stine 641.421.4600
641.494.2166 641.424.0441
Raymond James & Associates
Wells Fargo Bank of Iowa Edward Jones - Jason Geving 641.423.0801
641.423.1720 641.421.1100
RDA Financial Network
Edward Jones - Marty Walsh 641.423.8400
641.424.6811
Credit Unions State Farm Insurance & Financial Services -
CENT Credit Union Edward Jones - Sara Carlsson, CFP Kristy Marquis
641.424.2368 641.423.2093 641.423.7930

Iowa Heartland Credit Union Farm Bureau Financial Services – Stifel
641.424.5391 Trent Adams 641.423.2323
641.423.5824
North Iowa Community Credit Union Thrivent Financial
641.424.2281 Farm Credit Services of America 641.423.1533
641.423.2862
Wells Fargo Advisors - Chris Connolly
Financial Architects 563.386.3550
641.422.0123
Wells Fargo Advisors, LLC
Johnson Financial Services, Inc. 641.423.0071
641.423.7070

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