OGLESBY — Illini State Bank introduces Illini Investment Services, a new division aimed at providing its customers and communities with the investment services they need at a hometown institution they trust. Financial advisor Neal Beer will lead the division.
Illini Investment Services is ready to assist its clients with individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts and insurance products and services. As the financial advisor, Beer will work with clients to determine their financial goals and create individualized plans to help them reach those goals.
Beer has been in the financial services industry for 10 years. He has several FINRA securities licenses, as well as a state life and health insurance license. His office is in the Oglesby branch of Illini State Bank, but he is also available by appointment in the branches in Tonica and Lostant. He can be reached at 815-883-8400.
“Illini Investment Services extends our commitment to offer the progressive services our customers need to attain their financial goals, and we look forward to having Neal join our team,” said Donald Fike, chairman of ISB Bancorp and Illini State Bank.