American Financial Services
American Financial Services (a division of American Community Bank) offers investment, estate, business, and personal financial planning services through Midwestern Securities Trading Company, LLC (MSTC). There is no charge for consultations and we will visit with you at any of our convenient locations. Contact us to schedule your free financial plan review.
Office: (219) 365-6700
Services Offered
- Retirement Planning: 401(k), 403(b), SEP, Profit Sharing, Simple IRA, Roth IRA
- IRA rollovers/transfers
- Roth conversions
- Advice on plan selection and investment allocation
- Annuities - fixed and variable
- Estate planning assistance
- Mutual fund review
- Portfolio review
- College education planning
- Tax-advantaged investing
- Life insurance
- Educational seminars
Areas of Focus:
- Investment Advice
- Asset Allocation
- Corporate and Individual Retirement Planning
- General Financial Planning
American Financial Services is a division of American Community Bank of Indiana (ACB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institutions; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).
Member FINRA/SIPC. MSTC and ACB are not affiliated. Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.
Check the background of this financial professional on FINRA's BrokerCheck.