FINANCIAL PLANNING

 

Farmers State Bank, Contact Brian Davis for all your Financial Planning needs

 

Farmers State Bank, Contact Brian Davis for all your Financial Planning needs

Brian Davis, Farmers State Bank, Financial Planning, Wealth Management, Retirement Income Strategies, Income Protection, Insurance Strategies, Estate Planning, Business Planning Farmers State Bank
Brian Davis, Financial Advisor
1240 8th Avenue
Marion, IA 52302
p. 319.730.6976
c. 319.310.4344
e. BrianDavis@fsbmail.net

 

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Brian started his financial services career in 2004 and is a graduate from the University of Northern Iowa where he received a double major in finance and real estate. Brian´s practice takes a client centered approach which is built on trust and commitment to help clients reach their short and long term financial goals. Brian´s practice specializes in the following areas:

In today´s environment people are looking for professionals that can help them deal with more than just one of their needs. They are looking for information and guidance on a full range of financial issues because they want their financial picture to be well coordinated. This is the reason why Brian puts many of his clients through a comprehensive financial planning process which takes into account their whole financial situation not just one part of it.

 

Brian, his wife, Natalie, and daughter Amelia, are from the Cedar Rapids area and currently reside in Marion, IA. His community activity includes serving as Vice-Chairman of Finance and Administration for the Boy Scouts of America Three Rivers District and heads up the March of Dimes fundraiser for Farmers State Bank. He enjoys hunting, fishing, working out, and spending time with family and friends.

 

Securities offered through Broker Dealer Financial Services Corp., Member FINRA & SIPC. Investment Advisor Representative of Investment Advisors Corp., a Registered Investment Advisory firm. Products are NOT FDIC insured, or insured by any United States government agency. They are not deposits guaranteed, or obligations of, or guaranteed by the bank or Broker Dealer Financial Services Corp. The purchase of such investments is subject to investment risk including the possible loss of principal.