Taking care of yourself financially is a serious issue for most people today. Planning for future financial needs, whether for a college fund for your children or a retirement account for yourself, has become more important than ever. Unfortunately, not all of us have the ability or know how to make good, sound investment decisions.
Many times, finding someone who can help can be the most difficult part of investing. At Community Bank-Wheaton/Glen Ellyn, we recognize there is a need for someone with a strong investment background who is available to offer sound advice - someone who can quantify your financial objectives and identify those products suitable for your individual needs.
What Type of Products and Services are Available?
- Free Portfolio Reviews
- Individually Managed Accounts
- Managed for After Tax Efficiency
- Roth, Traditional and Education IRAs
- IRA Pensions Transfers and Rollovers
- Fixed, Variable and Indexed Annuities
- Mutual Funds
- Discounted Stock and Bond Trades
- Tax Free College Plans
Attend Our Workshops
On a regular basis, Scott McGovney and the Community Investment Center will conduct timely workshops about investments and other related topics. These seminars are free of charge and refreshments are served. Use these investment meetings to get a better understanding of various products available to you for your financial future.
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Scott McGovney, Senior Financial Services Advisor and Certified Financial Planner, has more than 20 years of financial services experience. With his experience he can help you make sound investment decisions.
The Community Investment Center is located at each of the Bank's three locations. Mr. McGovney will be happy to schedule an appointment during the day, evening or on Saturday at his office or in your home. FOR ALL YOUR INVESTMENT NEEDS, CALL SCOTT MCGOVNEY AT (630) 545-4375 |
Securities and Insurance Products offered through Linsco/Private Ledger and its affiliates, Member FINRA/SIPC
| Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
| Not a Deposit |
Not Insured by any Federal Government Agency |
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Community Investment Center
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