Joe Todisco
 Investment Representative

* Portfolio Strategy
* Insurance needs
* Asset allocation
* Retirement Planning
* College funding
* Tax-favored investing
* Health care concerns 
* Business owner needs
* Estate issues
* Mutual Funds
* Stocks and Bonds
* Brokered Cert. of  Deposit
* U.S. Gov. Securities

* Collateralized Mortgage Ob.

* Fee Based Products
* Fixed and Variable Annuities


Prime Vest Financial Services
 is an independent, registered broker/dealer headquartered in St. Cloud, MN.  Member NASD/SIPC.  Member Chicago Stock Exchange


With PrimeVest, you can enjoy the convenience of conducting you banking, investment, and insurance activities at one location.... right in your own community and among the people you know.  Joe Todisco will provide professional assistance and advice and look for ways for you to get more out of life. 

Please note that life insurance and fixed annuities are products of, and guaranteed, underwrittten, and issued exclusively by insurance companies.  The are not FDIC insured and carry no financial instution guarantee.  You should be aware that there may be additional charges for early withdrawl, or a 10% IRS penalty if monies are withdrawn before you reach the age of 59 1/2.  

Securities products provided by PrimeVest:

  • Not FDIC/NCUSIF Insured

  • Not deposits, or other obligations, or guarantees of any depository institution.

  • Involve market risk, including the possible loss of the principal amount invested.

Your Primevest Account is protected by the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000, (including $100,000 for claims for cash). See the SIPC website for more details.

 

Primevest Represenative Joe Todisco  is available at Citizens Bank of Big Timber Monday thru Wednesday (888) 484-7248 and at Continental National Bank of Harlowton on Thursday and Friday (800) 403-4898.

Investment Representative Joe Todisco PrimeVest Financial Services
Joe Todisco
Cell Phone: (406) 930-2030
E-mail: joe.todisco@primevest.com
Citizens Bank & Trust
P.O. Box 847
Big Timber, MT 59011
(406) 932-5311
(888) 484-7248
Fax: (406) 932-4830
Continental National Bank
P.O. Box 247
Harlowton, MT 59036
(406) 632-4373
(800) 403-4898
Fax: (406) 632-4394