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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:

  • Bonds
  • Stocks
  • Mutual Funds
  • 529 Plans
  • Professional Money Management 
  • Brokerage Accounts
  • Traditional IRA
  • Roth 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
  • Long Term Care Insurance
  • Life Insurance
  • Disability Income Insurance
  • Medicare Supplement Insurance 
Tax Planning
  • Individual Tax Planning
  • Income, Gift and Estate Tax Planning