Finance & Insurance



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Bank Iowa
1805 North Broadway
Red Oak, Iowa 51566
712-623-6960
712-623-6935
cmellott@bankiowa.bank
Doug Rieken, VP and Branch Manager
Connie Mellott, Vice President

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

Carrick & Associates, LLP
2016 Commerce Drive
Red Oak, Iowa 51566
712-623-5471
712-623-5473
Sherry Carrick, Owner

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

Davis-Taylor Insurance
204 East Reed Street
P.O. Box 24
Red Oak, Iowa 51566
712-623-4813
712-623-4814
www.davistaylor.com
Rick Taylor, Owner/President

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
500 North 4th Street
Red Oak, Iowa 51566
712-623-5447
888-812-8558
www.edwardjones.com
Jack Wright, Financial Advisor
Connie McCunn, Officer Manager

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
950 Senate Avenue, Suite A
Red Oak, Iowa 51566
712-623-5546
712-623-5547
www.iowafarmbureau.com
Bruce Bryant & Jamie Sifford, Insurance Agents
Toni Griffey, Office Administrator

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

Farm Credit Services of America
700 Senate Avenue
Red Oak, Iowa 51566
712-623-5181
712-623-3071
Corby Fichter, Vice President
Deb Bozwell

Agricultural production and real estate loans.

Great Western Bank
2100 Commerce Drive
P.O. Box 15
Red Oak, Iowa 51566
712-623-9809
712-623-9810
teresa.garbez@greatwesternbank.com
www.greatwesternbank.com
Allan Olson, Market President
Teresa Garbez, Branch Manager
Terry Anderson, Business

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

H&R Block
509 North 3rd Street
Red Oak, Iowa 51566
712-623-9379
www.hrblock.com
Kim Soper, Owner

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

Heartland Insurance Services
1609 N Broadway St.
P.O. Box 98
Red Oak, Iowa 51566
712-623-8900
712-623-8961
Travis Nelson, Manager

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

Houghton State Bank
116 East Coolbaugh Street
Red Oak, Iowa 51566
712-623-4823
712-623-4512
www.houghtonstatebank.com
Karl Bormann, President
Bonnie Orme, VP & Cashier
James Robinson, Senior VP

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.
505 North 3rd Street
Red Oak, Iowa 51566
712-623-5726
712-623-4642
Daniel S. Miller, President
Denise Miller, Vice President

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
412 East Reed Street
Red Oak, Iowa 51566
712-623-3754
712-623-2861
Scott L. Arenholz, President

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

Regency Retirement Residence
1300 Senate Avenue
Red Oak, Iowa 51566
712-623-5259
Jan Black, Administrator

Independent living facility for people 55 and older.

State Farm Insurance (Dave Carbaugh)
1000 A North Broadway
P.O. Box 457
Red Oak, Iowa 51566
712-623-5639
712-623-9613
http://www.statefarm.com
Dave Carbaugh, President

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

204 South Broadway
Red Oak, Iowa 51566
712-623-5555
712-623-5801
jody@unitedgroupins.com
Reed Pratt, Agency Manager
Jody Shellberg, Agent
Bulinda Coates, Agent (bulinda@unitedgroupins.com)

United Group Insurance is a full service insurance agency servicing SW IA. We build successful relationships with our clients by providing quality insurance products and professional services. Our entire staff is eager to assist you with all your insurance needs.

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ROCIA Communicator

The ROCIA Weekly Communicator is a newsletter that’s sent out every Wednesday covering what’s going on in and around Red Oak, Iowa and any news or promotions our members have to share.