The Financial Services Team adheres to the principles and financial discipline Peru Federal Savings Bank has delivered to clients since 1887. We provide financial advice in the best interest of our clients, to protect and build legacy while pursuing financial goals. Through our relationship with Osaic Wealth, Inc., we can provide access to financial expertise and strategies for virtually every planning or investment need.

Our financial services team has access to a comprehensive array of investment products and services, including stocks, bonds, mutual funds, Roth IRA’s. traditional IRA’s, insurance products, certificates of deposit, College Savings 529 Plans.

Contact our Financial Consultant for more information or to get started on your financial plan!

Retirement

Do you know where your retirement money will come from? Will you have a dependable stream of income when the time comes? We can help you sift through all of your choices and point you toward the investments best suited for your goals and risk tolerance.

Insurance

Planning for the unexpected is crucial to a solid financial plan. We are able to offer many insurance products including life, and disability insurance policies.

Investments

Tailored investment strategies can help you invest with confidence. Rely on trustworthy professionals who understand sound investing practices and experience you can count on.

Saving for Education

Are you planning to help your children, grandchildren or another child close to you with their education expenses? Or thinking of taking classes yourself?  There are multiple different types of education savings plans available so that you can find an option that works best for you.

Estate Planning

Is there a plan in place to ensure loved ones are properly taken care of when you’re no longer around to do so? Whether your estate is large or small, institute a plan to have assurance that it will be distributed appropriately when the time comes.

IRAs and Rollovers

If you change jobs, don’t leave your 401k behind. We can help you through the process of rolling over your 401k from your previous employer into a 401k you can manage.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately
owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth
Not FDIC Insured – No Bank Guarantees – May Lose Value – Not a Deposit – Not Insured by any Government Agency

This communication is strictly intended for individuals residing in the State of Illinois.