Mutual Financial Services, Stocks & Bonds, Investment Banking & Insurance Services / MutualBank

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Investment Services

Investment Banking Services

At MutualBank, we are committed to helping our clients turn their aspirations and dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals, and your investment needs. 

All clients have their own special financial goals and objectives. Whether planning for a child's education, saving for a secure retirement, buying a new business, or structuring an effective succession plan, our investment representatives will give you the professional guidance necessary to develop a strategy best suited for your individual needs.

Whether your objectives are growth, income, or estate preservation, we are committed to helping you turn dreams into realities. We look forward to an opportunity to learn more about your specific situation, and we invite you to talk to one of our investment representatives to learn how we can help.

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  • Stocks & Bonds
  • Tax- Deferred & Tax-Advantaged Investments
  • Fixed & Variable Annuities
  • Mutual Funds
  • 529 Plans
  • Life Insurance
  • Long-Term Care Insurance
  • REITs


  • Education Planning
  • Wealth Transfer Strategies
  • Executive and Employee Benefits
  • Investment and Accumulation Planning
  • Retirement Planning
  • 401(K) Planning

Additional Links

*Securities offered through LPL Financial, member FINRA/SIPC.
Insurance products offered through LPL Financial or its licensed affiliates 

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Indiana, Michigan

Mutual News
  • MutualBank Announces the Promotion of Josh Baker to Commercial Banker

    MARION, INDIANA – Previously serving as Commercial...

    Wednesday, April 27, 2016


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Mutual Blog

Security Reminder / Fraud Texts & Calls

Some of our customers are receiving texts like the one pictured below or are receiving phone calls asking for their account information. If you do receive this text or any communication asking for your account information, DO NOT click on the link or provide any of your account information. Only log into your account via If you have received this text and have provided your account information, please contact us immediately (800-382-8031) so we can take measures to protect you.

Please be aware this is not a data breach. The texts are going to all Muncie cell phone numbers in a range. So far we are aware of 765-716-xxxx 765-717-xxxx and 765-729-xxxx and 765-724-xxxx. It is going to all of the numbers, not just MutualBank customers.

Wednesday, February 10, 2016


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