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How do you picture your retirement?

There are so many factors to consider when calculating how much money you'll need to retire. The first step? Schedule your free, no obligation retirement planning consultation with us.

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Personalized Planning. Personable Professionals.

We can help no matter what stage of life you're in.

No matter what stage of life you are at, the retirement planning experts at MutualFinancial Investment Services will help you work on a personalized strategy that adjusts to your devleloping retirement needs and goals.

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Investments & Retirement Frequently Asked Questions

  • What types of investment products does MutualFinancial Investment Services offer?

    What types of investment products does MutualFinancial Investment Services offer?


    MutualFinancial Investment Services offers mutual funds as well as a variety of other products including annuities, tax-free bonds, retirement plans, IRAs, and 529 savings plans.
  • Can I combine all of my investment accounts into one statement?

    Can I combine all of my investment accounts into one statement?


    Yes, this is possible if we hold everything in the brokerage account. If you would like to combine all your investment accounts into one statement, please schedule a meeting with your MutualBank representative.
  • How are MutualFinancial Investment Services’ representatives compensated?

    How are MutualFinancial Investment Services’ representatives compensated?


    All of our representatives are paid in a salary plus commission structure. They receive a regular salary, so there is no pressure for them to make a sale. They are rewarded through commission if a client decides to make a purchase, but they only make a sale if it’s in the customer's best interest.

  • Do you provide online access to my investment account? If so, what can I do online in regards to my account?

    Do you provide online access to my investment account? If so, what can I do online in regards to my account?


    Yes; From the online portal, you can view your account, see recent transactions, download statements, and access your 1099 form. Depending on which fund you have set up, you may be able to relocate funds, but we do not advise people to do this on their own and to contact their advisor to do so.

open
What types of investment products does MutualFinancial Investment Services offer?
x
What types of investment products does MutualFinancial Investment Services offer?
MutualFinancial Investment Services offers mutual funds as well as a variety of other products including annuities, tax-free bonds, retirement plans, IRAs, and 529 savings plans.
open
Can I combine all of my investment accounts into one statement?
x
Can I combine all of my investment accounts into one statement?
Yes, this is possible if we hold everything in the brokerage account. If you would like to combine all your investment accounts into one statement, please schedule a meeting with your MutualBank representative.
open
How are MutualFinancial Investment Services’ representatives compensated?
x
How are MutualFinancial Investment Services’ representatives compensated?

All of our representatives are paid in a salary plus commission structure. They receive a regular salary, so there is no pressure for them to make a sale. They are rewarded through commission if a client decides to make a purchase, but they only make a sale if it’s in the customer's best interest.

open
Do you provide online access to my investment account? If so, what can I do online in regards to my account?
x
Do you provide online access to my investment account? If so, what can I do online in regards to my account?

Yes; From the online portal, you can view your account, see recent transactions, download statements, and access your 1099 form. Depending on which fund you have set up, you may be able to relocate funds, but we do not advise people to do this on their own and to contact their advisor to do so.

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