The Trust Officers at South Ottumwa Savings Bank provide confidential, personalized service. We are available to meet with you in our office or at the location of your choice, according to your schedule, not ours.
We offer a comprehensive asset management service that utilizes a wide array of investment alternatives. We will review your assets, assist in creating realistic financial goals, and develop a comprehensive investment plan to achieve your goals.
Our operations system utilizes the best technology available to track account income, expense and asset changes. We provide professional account statements on a timely basis that meets your individual needs.
Your attorney or accountant can look to us for assistance when necessary. Our goal is to help expedite the process by coordinating activities and keeping everyone informed.
You'll enjoy relying on us to be there for you, your children and their children. Email, call or visit Gary Johnson, Steve Martin, Tammy Kosman or Linda Reed to set up an appointment.