Wealth often resides with those who own businesses. In addition to the challenge of overseeing the day-to-day operations of a successful enterprise, business clients have separate and distinct planning needs. Farmers & Merchants State Bank is pleased to offer access to investment services through our relationship with Linsco Private Ledger (LPL). Some of the products and services available are:

Investment Planning

• Mutual Funds
• Stocks and Bonds
• Fixed and Variable Annuities

Click here for our Financial Planning Calculators.

• IRA and Roth IRA
• 401(k) and 403(b)
• Pension Maximization

• Wealth Planning
• Preservation or Liquidity
• Income Replacement

• Life Insurance
• Long-Term Care
• Disability Insurance

• Buy/Sell agreements and business
  succession planning
• Executive compensation and split
  dollar arrangements
• Key person insurance planning

Farmers & Merchants Financial Service offices are located inside Farmers & Merchants State Bank 210 W. Madison St. Waterloo, WI 53594 and 218 W. Main St. Marshall, WI 53559

Not FDIC insured. No Bank Guarantee. May lose principal value. Not a Deposit. Not Insured by any Federal Government Agency.

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