Investments Overview

Our Philosophy

We serve our clients as people, not numbers. They deserve only the best, most complete array of products available delivered with superior customer service.

Ongoing Support

You work hard for your money, and we want to see you succeed on your path to financial independence. Unlike some brokers who forget about you after a sale is made, our relationship is just beginning. At Grand Rapids State Investments, you will receive yearly financial reviews, and we'll make you aware of opportunities that make sense for you and your portfolio.

Our Experience

Our financial advisor has years of experience in assisting families, individuals and businesses with their investment needs. This experience can help you make good decisions for transferring wealth, saving for retirement, building wealth, starting a college fund or achieving any of your investment goals. Our financial advisor is a registered representative of Securities America, our partner for providing investment products and services.

Investment Options

Securities

  • Mutual funds
  • Stocks
  • Bonds
  • REITs
  • Tax advantage products

Annuities

  • Fixed
  • Variable
  • Indexed

Business Retirement Plans

  • SEP
  • SIMPLE
  • 401(k) plans

Individual Retirement Plans

  • Traditional IRA
  • Roth IRA
Investment Services

Retirement Planning

  • Retirement goal setting
  • Specific illustration of required actions to help achieve goals
  • Alternative strategies

Financial Planning

  • Personal, complete planning service
  • Recommendations and illustrations

College Education Planning

  • Needs analysis
  • Illustration of funding alternatives
  • Review of investment options

Investments

  • Risk assessment
  • Asset allocation
  • Graphic comparison of current portfolio to alternatives
  • Periodic performance review

Investments, insurance and investment advisory services are offered through Securities America, an independent broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Adviser. Their Office of Jurisdiction phone number is (800) 747-6111. Grand Rapids State Bank and Securities America are not affiliated. Scott Sarkela is a Registered Representative and Investment Advisory Representative of Securities America.

Grand Rapids State Investments' advisory services and investments:

  • Are not FDIC insured
  • May lose value
  • Are not bank guaranteed
  • Are not insured by any government agency
  • Are not a deposit
Grand Rapids State Investments Online

We provide the latest account and market information to keep you up to date. To access GRSI Online, you simply need Internet access.

The following links will provide you direct access to your investment accounts:

  • Click here for Securities America account viewing access
  • Click here to access online paperless documents for Pershing brokerage accounts

Retrieve Account Information Fast!

Review your account balances as of the previous business day, current market value for each position, even up to 90 days of account history. Unsure of the status of your order? Check the order status for an intra-day update of any filled, open or cancelled order.

Place Your Trades When You Want

Submit your own orders for equities, options and mutual funds at any time. Since we use the latest technology and encryption software, be assured that the transfer of account information and orders is secure.

Online Professional Tools

Accessing account information and placing orders is just the start! A variety of calculators, online help and an interactive tutorial complement the full range of services that GRSI Online has to offer.

Access Valuable Market Information

Gather research, related market data and quotes to make more informed investment decisions. Quotes from all U.S. exchanges, news headlines and U.S. market performance summaries provide the market information that you need.

Contacts

 

Scott Sarkela

Financial Advisor

Check Scott's background on FINRA's BrokerCheck website.

 

Contact Us

or stop in and ask us for current rates and terms.