Other Investment Services
Planning Retirement? ...Need Financial Planning Assistance? ...Have Questions on Investing?
CSB Bank has the Answer. CSB Bank has selected Tarr and Associates, a full service investment services firm, to provide financial planning services. Tarr and Associates is a local firm, located on Main Street in downtown Romeo. Tarr and Associates will be available to assist CSB Bank customers at all branch locations.
The staff at Tarr and Associates knows that no two clients are exactly alike or share the same exact goals. That's why, when it comes to helping you invest in your financial future, the financial consultant seeks to get to know you - your plans, hopes, worries and needs - before attempting to offer a strategy.
The staff at Tarr and Associates is much more interested in taking the time necessary to make a difference - for you, your family and your future.
Anyone needing assistance with hands-on financial planning, 401(k), 403(b), retirement plan rollovers, estate planning and analysis and management of investment portfolios can contact CSB Bank to make an appointment with Tarr and Associates. The toll free number is 800-905-7392 or locally call 810-395-4313.
Securities, advisory services, and asset management offered
through LPL Financial 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 |
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
Arizona, Michigan, California, Florida, South Carolina, Tennessee and Texas
CSB Bank is not affiliated with LPL Financial
For More Information about Tarr and Associates