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Investments

Plan Your Financial Future With Banterra Investments

Everyone has special needs and goals when it comes to investments, whether it’s preparing for college, planning for retirement or purchasing a vacation home. Whatever your objective, the guidance of a Banterra Investment Representative can help you create an investment strategy to work toward your goals within a set timeframe and budget.

Our insurance offerings include:

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Mutual funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase stocks, bonds, and other investments.

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Retirement & IRAs

Planning for your retirement as early as possible is critical. An Individual Retirement Account (IRA) allows you to save for retirement with tax-deferred growth.

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Stocks & Bonds

Stocks and bonds are investment assets – stocks offer an ownership stake in company, bonds offer what is similar to a loan for companies. A Banterra Investment Representative can assist you with what is suited for your investment portfolio.

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Financial Future

We are happy to meet with you to discuss your investment needs and assist with your financial goals. Contact a Banterra Investment Representative today.

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Investment Basics

Wondering why you should invest? Confused on some of the terms? Browse our collection of investment topics, including investment term definitions, helpful resources and reasons why to invest.

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