Frederick Community Wealth Management provides personalized financial consultation and management including a wide range of investment solutions. Our team is able to help you develop and meet your financial goals from education funding to retirement planning and long-term care management.
Frederick Community Wealth Management provides a free face to face consultation to better understand your personal circumstances
and then help develop a solution for each individual. Frederick Community Wealth Management’s financial advisor is willing to meet you at your convenience.
To make an appointment please email Ahlden or call (217) 379-2336 x 233.
Types of Accounts:
Brokerage: We have the flexibility to help build and manage your portfolio in a manner you’re comfortable with.
Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company
Some of the account titles available in a brokerage or mutual fund account are:
- Individual or Joint Accounts
- Trust Accounts
- Custodial Accounts
- Traditional or Roth IRA
- Rollover IRA
- Simple/SEP IRA
- 529 College Savings Plan
- Employer-sponsored Plans
- 401(k)
- 403(b)
- 457
Our products include:
- Stocks
- Mutual Funds
- Bonds
- Annuities
- CDs
- Money Market Accounts
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
Frederick Community Wealth Management is a division of The Frederick Community Bank. 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 and The Frederick Community Bank are not affiliated. Check the background of this investment professional on FINRA’s BrokerCheck.
