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Our Services

The Harvard State Investment Services is a division of The Harvard State Bank, focusing on helping our communities with their investments and financial planning needs.

The Harvard State Investment Services specializes in providing assistance with:

  • Investment Advisory Services
  • 401(k) Rollovers
  • Stocks, Bonds. Mutual Funds, and Annuities
  • Traditional and Roth IRAs
  • Education Savings
  • Employer Sponsored Retirement Plans
  • Retirement Income Planning
  • Life Insurance
  • Long Term Care Insurance
  • Estate Planning

Our products include:

  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • CDs
  • Money Market Accounts
  • Life Insurance
  • Long-term Care Insurance
  • Disability Income Insurance