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Couple ready to invest in their future

Investment Center

There's never been a better time to start investing in your future. The Coulee Investment Center located inside Coulee Bank is a comprehensive financial services firm committed to helping you work toward your long-term financial success. Whether your goals include retirement planning, generating retirement income, tax efficient strategies, college planning, building wealth, insurance needs or asset allocation, we can help.

At Coulee Investment Center , we provide assistance in the following areas:

Investments
  • Bonds
  • Stocks
  • Mutual Funds
  • 529 Plans
  • Professional Money Management 
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Government Securities
  • Variable Annuities
  • Fixed Annuities
  • Real Estate Investment Trusts
  • Alternative Investments
Financial Planning
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
Insurance
  • Long Term Care Insurance
  • Life Insurance
  • Disability Income Insurance
  • Medicare Supplement Insurance 
Tax Planning
  • Individual Tax Planning
  • Income, Gift and Estate Tax Planning

 

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Coulee Bank and Coulee Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured No Bank Guarantee May lose Value
Not a Deposit Not Insured By Any Governmental Federal Agency