At South Central Bank, we embrace long-term planning and comprehensive solutions for our customers. To accomplish this, SCB Financial Services offers access to a wide array of investment products and services that can be tailored to meet specific needs through INFINEX INVESTMENTS, INC. We understand the importance of a disciplined investment approach, and our first priority is to build an open and trusting relationship in order to create a custom financial plan designed to give you the best chance to achieve your goals.
David Cohn specializes in investment and retirement planning, helping his clients achieve and maintain a desired balance of investment income and growth based on a custom-tailored investment strategy.
David has more than 22 years of experience in the financial services industry, and has earned the status of CERTIFIED FINANCIAL PLANNERTM practitioner. David holds a Bachelor of Science in Business Administration (BSBA) in International Business from the University of Denver, and holds the following investment registrations and insurance licenses: series 7, series 66, and Illinois Life and Health Insurance.
Please contact David Cohn at the West Loop office of South Central Bank for more information or to arrange for a free financial consultation.
SCB Financial Services offers access to a wide range of financial products and services, including:
- Financial Planning
- Retirement Planning
- Individual Retirement Accounts (IRAs)
- Roth IRAs
- Tax Exempt & Tax Deferred Strategies
- Life Insurance
- Mutual Funds
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SPIC. SCB Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.