Financial/Investment Services

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Bank Iowa
1805 North Broadway
Red Oak, Iowa 51566
Doug Rieken, VP and Branch Manager
Connie Mellott, Vice President

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

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Carrick & Associates, LLP
2016 Commerce Drive
Red Oak, Iowa 51566
Sherry Carrick, Owner

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

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Davis-Taylor Insurance
204 East Reed Street
P.O. Box 24
Red Oak, Iowa 51566
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.

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Edward Jones
500 North 4th Street
Red Oak, Iowa 51566
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.

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Farm Bureau Financial Services & Montgomery County Farm Bureau
950 Senate Avenue, Suite A
Red Oak, Iowa 51566
Bruce Bryant & Jamie Sifford, Insurance Agents
Toni Griffey, Office Administrator

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

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Farm Credit Services of America
700 Senate Avenue
Red Oak, Iowa 51566
Corby Fichter, Vice President
Deb Bozwell

Agricultural production and real estate loans.

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Great Western Bank
2100 Commerce Drive
P.O. Box 15
Red Oak, Iowa 51566
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.

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Heartland Insurance Services
300 East Coolbaugh Street
P.O. Box 98
Red Oak, Iowa 51566
Beth Vial, Manager

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

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Houghton State Bank
116 East Coolbaugh Street
Red Oak, Iowa 51566
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.

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Miller Financial Group, Inc.
505 North 3rd Street
Red Oak, Iowa 51566
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.

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Pioneer Mutual Insurance Association
412 East Reed Street
Red Oak, Iowa 51566
Scott L. Arenholz, President

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

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State Farm Insurance (Dave Carbaugh)
1000 A North Broadway
P.O. Box 457
Red Oak, Iowa 51566
Dave Carbaugh, President

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

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204 South Broadway
Red Oak, Iowa 51566
Reed Pratt, Agency Manager
Jody Shellberg, Agent
Bulinda Coates, Agent (

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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2029 O Ave.
Clarinda, Iowa 51632
Chad & Allison Wellhausen, Owners

Owner of apartments at 811 N. 6th Street in Red Oak. Quiet, safe, long term tenant. Wellhausen Consulting – Real Estate Development, Business Consulting, Strategic Planning, Agriculture, Financial, Interim Management Projects.

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