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Financial Institutions & Banks

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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.

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: Aaron Houser, Senior Vice President
Business Contact: Tim Werges, Senior Vice President
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.

Address: 204 South Broadway
Red Oak, Iowa 51566
Phone Number: 712-623-5555
Business Fax: 712-623-5801
Public Contact Email: [email protected]
Business Contact: Reed Pratt, Agency Manager
Business Contact: Jody Shellberg, Agent
Business Contact: Bulinda Coates, Agent ([email protected])
Business Description:

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.

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.