Investment Services

Consider Investment Services when a traditional savings account just won’t cut it. Home Federal’s dedicated team of professional investment representatives walk you through a range of investment options, taking into account your specific needs and goals. Available investment solutions include:

  • Stocks, Bonds, and Mutual Funds
  • Fixed Annuities and Variable Annuities
  • Retirement Plans
  • Education Plans
  • Insurance
  • And More

Contact one of our dedicated representatives to learn more about Investment Services.

  Subscription Based Financial Planning Investment Management Health Savings Account
  This type of planning might make the most sense if you are just beginning your career, want help managing your 401(k), or seek guidance with specific areas of your financial plan, but want to manage your own investments. For a nominal monthly or annual fee, you get a full-service financial plan, quarterly phone reviews, access to our client portal and invites to educational dinner seminars on various topics. We also offer guidance in the following areas: There is no "one size fits all" when it comes to investing. Our team helps you customize your approach to investing to fit your needs and meet your goals. We primarily utilize the following investment vehicles: The world is full if risks. Instead of waiting for these risks to materialize, we plan proactively with our clients using some of the following risk management vehicles:
  General Planning Brokerage Accounts Permanent Life Insurance
  Investment Planning Advisory Accounts Term Life Insurance
  Education Planning Traditional IRAs Long Term Care Insurance
  Insurance Planning Roth IRAs Life/Long Term Care Hybrid Insurance
  Retirement Planning Simple IRAs Disability Insurance
  Tax Planning SEP IRAs  
  Estate Planning Educational Savings Accounts (529s)  
  Business Planning Mutual Funds  
    Exchange Traded Funds (ETFs)  
    Annuities  

 

To set up an iconnect2invest online account, call 888.420.5981.

If you already have an iconnect2invest account: Log In to Your Account

 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

 

Home Federal Investment Services
1016 Civic Center Dr. NW
Rochester, MN 55901

 

Click here to view Cetera Investment Services Privacy Policy, other Important Information 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.