Financial Professionals at Your Fingertips
College Savings Bank has a new plan in mind-selling our state sponsored 529 plans at a location closer to the customer. College Savings Bank has started selling both the CollegeSure CD and the InvestorSure CD through the offices of D.A. Davidson & Co., where their Financial Consultants are available to assist new customers. As another outlet, College Savings Bank has made it convenient for new customers to participate in the both the CollegeSure 529 Plan and the InvestorSure 529 Plan.
D.A. Davidson & Co. offers integrated brokerage, capital markets, money management, trust and wealth management services. They are headquartered in Montana and have a reach across 16 states.
College Savings Bank customers can continue to contact the Bank directly by phone or on our website and will still be able to work with their existing financial adviser. Without sacrificing normal customer service, College Savings Bank has added another way for new customers to receive the CollegeSure CD, InvestorSure CD and advice for planning for the future.
The CollegeSure CD, as well as the InvestorSure CD, do not have any fees and they are designed to help families save for college, safely, with FDIC insurance to at least $100,000 per depositor. Customers who enroll in either the CollegeSure 529 Plan or InvestorSure 529 Plan through D.A. Davidson & Co. will not be charged additional fees.
College Savings Bank doesn’t intend to stop there. Plans for agreements with Montana Bankers Association and Montana Education Association-Montana Federation of Teachers (MEA MFT) are in the works for the upcoming year. By selling our products through Montana’s investment and education professionals, College Savings Bank will continue to provide the utmost convenience and reliability for our customers.
Visit our website for a full list of organizations licienced to sell College Savings Bank products, including D.A. Davidson & Co. You can visit our website by logging on to http://montana.collegesavings.com or call a College Savings Adviser at 1-800-888-2723 at your convenience for any information regarding MFESP.