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Finance & Insurance



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Bank Iowa
Address: 1805 North Broadway
Red Oak, Iowa 51566
Phone Number: 712-623-6960
Business Fax: 712-623-6935
Public Contact Email: [email protected]
Website Address: http://bankiowa.bank
Business Contact: Roger Vial, Senior Vice President
Business Contact: Connie Mellott, Vice President
Business Description:

Full service banking. Deposit accounts; consumer, real estate, agriculture, and commercial loans.

Carrick & Associates, LLP
Address: 2016 Commerce Drive
Red Oak, Iowa 51566
Phone Number: 712-623-5471
Business Fax: 712-623-5473
Business Contact: Sherry Carrick, Owner
Business Description:

Carrick & Associates, LLP is a CPA Accounting Firm. We offer tax, accounting, financial statement preparation and reviews. We also do audits.

Davis-Taylor Insurance
Address: 204 East Reed Street
P.O. Box 24
Red Oak, Iowa 51566
Phone Number: 712-623-4813
Business Fax: 712-623-4814
Website Address: www.davistaylor.com
Business Contact: Rick Taylor, Owner/President
Business Description:

Independent insurance agency offering Property, Casualty, Auto, Crop, and Life Insurance. Personal, commercial, and farm lines. The agency has been in business in Red Oak since 1908.

Edward Jones
Address: 500 North 4th Street
Red Oak, Iowa 51566
Phone Number: 712-623-5447
Business Fax: 888-812-8558
Public Contact Email: [email protected]; [email protected]
Website Address: www.edwardjones.com
Business Contact: Jack Wright, Financial Advisor
Business Contact: Rebecca McClain, Branch Office Administrator
Business Description:

Edward Jones emphasizes personal service by staffing each office with just 2 people, a license broker and a branch office administrator. Offering both commission based and fee-based financial products.

Farm Bureau Financial Services & Montgomery County Farm Bureau
Address: 950 Senate Avenue, Suite A
Red Oak, Iowa 51566
Phone Number: 712-623-5546
Business Fax: 712-623-5547
Website Address: www.iowafarmbureau.com
Business Contact: Bruce Bryant & Jamie Sifford, Insurance Agents
Business Contact: Toni Griffey, Office Administrator
Business Description:

Agricultural organization: member services, Ag, education, and legislation. Insurance and financial services,

Farm Credit Services of America
Address: 700 Senate Avenue
Red Oak, Iowa 51566
Phone Number: 712-623-5181
Business Fax: 712-623-3071
Business Contact: Corby Fichter, Vice President
Business Contact: Deb Bozwell
Business Description:

Agricultural production and real estate loans.

Great Western Bank
Address: 2100 Commerce Drive
P.O. Box 15
Red Oak, Iowa 51566
Phone Number: 712-623-9809
Business Fax: 712-623-9810
Public Contact Email: [email protected]
Website Address: www.greatwesternbank.com
Business Contact: Allan Olson, Market President
Business Contact: Teresa Garbez, Branch Manager
Business Contact: Terry Anderson, Business
Business Description:

Ag, Commercial, Consumer, Real Estate Loans, Checking, Beneficial Banking Accounts, Mobile Banking, Bill Pay (Free), also Investment Services.

H&R Block
Address: 509 North 3rd Street
Red Oak, Iowa 51566
Business Category:
Phone Number: 712-623-9379
Website Address: www.hrblock.com
Business Contact: Kim Soper, Owner
Business Description:

Income tax preparation and advice. No payroll or bookkeeping job too big for us! We are centrally located for your convenience.

Heartland Insurance Services
Address: 1609 N Broadway St.
P.O. Box 98
Red Oak, Iowa 51566
Phone Number: 712-623-8900
Business Fax: 712-623-8961
Business Contact: Travis Nelson, Manager
Business Description:

An insurance agency offering personal, commercial, crop, life and health insurance.

Houghton State Bank
Address: 116 East Coolbaugh Street
Red Oak, Iowa 51566
Phone Number: 712-623-4823
Business Fax: 712-623-4512
Website Address: www.houghtonstatebank.com
Business Contact: Karl Bormann, President
Business Contact: Bonnie Orme, VP & Cashier
Business Contact: James Robinson, Senior VP
Business Description:

Houghton State Bank has been in business since 1879. We are a full service bank that puts the community and customer first.

Miller Financial Group, Inc.
Address: 505 North 3rd Street
Red Oak, Iowa 51566
Phone Number: 712-623-5726
Business Fax: 712-623-4642
Business Contact: Daniel S. Miller, President
Business Contact: Denise Miller, Vice President
Business Description:

Miller Financial Group is a full service Investment, Insurance, and Retirement Income Planning firm which has been serving clients throughout the Midwest since 1963.

Pioneer Mutual Insurance Association
Address: 412 East Reed Street
Red Oak, Iowa 51566
Phone Number: 712-623-3754
Business Fax: 712-623-2861
Business Contact: Scott L. Arenholz, President
Business Description:

Established in 1870, we market homeowner’s and farm owner’s insurance in 19 counties in Southwest Iowa.

Address: 500 N 4th Street
Red Oak, Iowa 51566
Phone Number: 712-623-5447
Business Fax: 888-812-8558
Business Description:

Full service financial firm

Retirement planning, educational saving, estate planning, planning for unexpected and insurance

State Farm Insurance (Dave Carbaugh)
Address: 207 E Reed Street
Red Oak, Iowa 51566
Phone Number: 712-623-5639
Business Fax: 712-623-9613
Website Address: http://www.statefarm.com
Business Contact: Dave Carbaugh, President
Business Description:

Life, Health, Auto, Homeowners, and Commercial Insurance.

Tri-Valley Bank
Address: 104 Main Street
Randolph, Iowa 51649
Phone Number: 712-625-2201
Business Fax: 712-625-2081
Business Contact: Jon Lorson, CEO
Business Contact: Jay Longinaker, President/Chairman
Business Contact: Kim Malcom, Vice President/Loan Officer
Business Description:

Tri-Valley Bank offers a variety of deposit products for consumer and commercial accounts. We also can provide loans for Agriculture, Consumer, Commercial and Real Estate.

ROCIA Communicator

The ROCIA Communicator is a weekly newsletter that’s sent out every Wednesday morning highlighting the various events and promotions throughout our community.