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