TWB Investment Services
Our Mission Statement
Simply stated, our mission is to help our clients achieve their financial goals. We understand each client’s situation and goals vary and we strive to learn as much as we can about the client in order to provide sound, personalized financial advice to help them achieve those goals.
Our Process
Our process begins with an opening interview to learn as much as we can about a client’s financial picture. Through this interview we learn about their goals, time horizon, and risk tolerance in order to provide appropriate recommendations as to which quality products and services we will utilize to best help them achieve their goals.
Our Investment Advisor Representatives
David Hammer
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Located at:
100 E. Locust St.
Fairbury, IL 61739
Phone: (815) 692-4363
Greg Jones
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Locations:
100 E. Locust St.
Fairbury, IL 61739
Phone: (815) 692-4363
85 S. Broadway St., Suite B
Coal City IL, 60416
Phone: (815) 526-4001
Jeff Bressner
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Located at:
4001 General Electric Rd.
Bloomington, IL 61704
Phone: (309) 663-6200
Available at any Bank of Pontiac location by appointment. | Find Us on Facebook
TWB Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
View Cetera Investment Services Important Information, Privacy Policy and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.