Business Details
About
Financial Planning
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Location
The Investment Center at Community First Bank
129 8th Avenue, Baraboo, WI
53913, United States
Hours
Frequently Asked Questions About The Investment Center at Community First Bank
What types of financial products and services does The Investment Center at Community First Bank offer?
They offer insurance, investments, mutual funds, annuities, retirement analysis, financial planning, education savings, 401k rollovers, financial needs analysis, and portfolio management.
Where is The Investment Center at Community First Bank located?
It is located at 129 8th Avenue, Baraboo, WI 53913, USA.
What are the business hours of The Investment Center at Community First Bank?
The center is open Monday to Friday from 8:30 AM to 5:00 PM and is closed on Saturdays, Sundays, and certain holidays such as November 11, November 27, and December 25.
How can I contact The Investment Center at Community First Bank by phone?
You can reach them at +1 608-960-7757.
Does The Investment Center at Community First Bank have a website or social media presence?
Yes, their website is https://www.cfbankinvestmentcenter.com/, and their Facebook page can be found at https://www.facebook.com/lori.barry.investmentcenteratCommunityFirstBank.
What is the main focus of The Investment Center at Community First Bank?
They specialize in creating retirement asset solutions tailored to individual risk tolerance, time horizon, and goals, balancing investment strategies with principal preservation.
How can customers visiting The Investment Center benefit from nearby Community First Bank?
Since Community First Bank is nearby, customers can conveniently access additional banking services such as deposits, loans, and account management alongside their investment planning.
Are there any nearby services that can assist with legal or real estate matters?
Yes, nearby services include Sterling Law Offices, S.C. for legal services and CENTURY 21 Affiliated for real estate and property management needs, which customers might find useful in conjunction with financial planning.
What nearby entertainment and leisure options are available around The Investment Center at Community First Bank?
Customers can enjoy visiting Casino 2000 for arts and entertainment or relax at The Rookery, a nearby hotel and RV park, which makes the area convenient for business and leisure activities.
What should customers know about holiday closures at The Investment Center at Community First Bank?
The center is closed on major holidays including November 11 (Veterans Day), November 27 (Thanksgiving), and December 25 (Christmas), so plan your visits accordingly.