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Investment Services


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The Harvard State Investment Services

The Harvard State Investment Services is a division of The Harvard State Bank aimed at providing personalized financial planning, including a wide range of investment and insurance solutions, to individuals, businesses, and not-for-profit organizations. From 401(k) pension rollovers, to education funding, to long-term care management, our team of professionals will give you the advice you need to make informed decisions about your investments.

We offer a free consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.

 

 

 

Marc Theien

Financial Advisor

Contact Marc Here

 

 

 

 

 

The Harvard State Investment Services is a division of The Harvard State Bank (HSB).  Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.  Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC.  MSTC and HSB are not affiliated.

For your protection, do not send any confidential information via unsecured email. If you need to send confidential information, please indicate in your correspondence and we will send you a secure email to reply to.