Community Investment Center
At Community Investment Center we believe in providing our clients with the best and most complete array of financial products and services available, combined with objective, unbiased advice and support. You deserve nothing less - you've worked hard for your money, and we want to see you succeed on your path to financial independence.
Community Investment Center, located at Community State Bank's Main Office in Union Grove, WI, works with only quality investment and insurance companies, and strives to find the best products and services to fit our client's specific financial needs.
Financial Products and Services
- Brokerage Accounts: Stocks, Bonds
- Retirement Plans: 401(k)/Simple
- Investment Portfolio Development, Allocation, and Maintenance
- Specialized Investment: REITs, UITs
- IRAs: Traditional, Roth, SEP
- Fixed and Variable Annuities
- Mutual Funds
- Retirement Planning
- Educational Planning
- Estate Planning
- Tax-Advantaged Investing
- Business Planning
| Securities offered through Securities America inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Community Investment Center and the Securities America Companies are separate companies. William Zurek is licensed to discuss and/or sell securities in the following states: WI, WA, IL, FL, MO. Community Investment Center, 1500 Main Street, Union Grove WI, 53182. |
INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEES • MAY LOSE VALUE.