Locations | The State Bank    
The State Wealth Advisors

The truth is, life is full of transitions. Some are expected. Some are not. And we really wouldn't want it any other way. That's what life is all about. But if we plan, we can make life more comfortable, more predictable...and hopefully, more prosperous. That's where we can help.


  Financial Planning

Create comprehensive financial planning strategies that will address all current needs and life transitions.


Traditional brokerage services and investment advisory services based on your strategic needs.



  Our mission is to empower advisors to be the trusted guide of YOUR financial future.


Up-to-date technology to control and maximize your potential.

  Retirement Planning

We help you plan for life after you stop working.

  The Wealth Management Team

We are here to help you!


Securities and insurance products are offered by Cetera Investment Services LLC, Member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with The State Bank or its related companies. Investment products are: *Not FDIC insured *May go down in value * Not Financial Institution Guaranteed *Not a Deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Cetera Investment Services registered office:
1401 East Hill Rd. - Grand Blanc, MI 48439