Wealth Management

MB Wealth is a financial services team dedicated to helping our clients make intelligent decisions regarding their financial future. Our team provides a high level of personalized, one-on-one financial planning and employee benefits service to our clients: individuals, businesses, and nonprofit organizations.

Whether you are an individual, for-profit business, or not-for-profit entity, we are ready to help you with all your financial planning needs, including:

  • Portfolio Construction and Management
  • Easy(k)™ — 401(k) Open Multiple Employer Plan
  • Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
  • Investment Advisory Services
  • Life, Disability Income, and Long Term Care Insurance Planning
  • Retirement Income Planning
  • Education Savings Accounts

Visit mbnwealthservices.com

Professional Accounting Services

With over three decades of expertise, our team, composed of a CPA and tax professionals, offers a deep understanding of the business climate. We take pride in helping businesses and individuals thrive with reliable, professional financial guidance.

  • Accounting Services
  • Tax Planning & Preparation
  • Payroll Processing
  • Business Consulting
  • IRS Representation

MB Wealth is a shared division of Midwest Bank(MB) and Princeville State Bank (PSB). 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 is not affiliated with MB or PSB.