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Securities and Investments

IRA/ 40l(k): Many people today have at least some of their retirement money in "Qualified" investments. There are many advantages for these types of investments but you have to follow the rules. Determining how much of your retirement money should be in them is a critical calculation. Your Community Financial Services representative will help you to decide how much to invest, where to invest it, and if “Qualified” is the best answer for you.

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NOTICE: The bank is not responsible for and has no control over the subject matter, content, information, or graphics of the web sites that have links here. The portal and news features are being provided by an outside source - The bank is not responsible for the content. Please contact us with any concerns or comments. Subsidiary of Community Bank Group, Inc. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, 11950 W. Lake Park Dr., Milwaukee, WI 53224, 414-979-0333. Investment Advisory Services offered through O. N. Investment Management Company.
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