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Putting Your Money to Work

At First Berne Financial Services, we offer a variety of non-deposit investment products to meet your financial needs. Please contact Kelley Tobias, Investment Assistant at (260) 589-2151 or (800) 589-7848 x 1179 for questions or to set up an appointment.


(260) 589-2151 · (800) 589-7848

  • Annuities
  • IRA's
  • Life Insurance
  • Long Term Care Insurance
  • Mutual Funds
  • Pension, Retirement, 401K Plans
  • For additional information about our investment and insurance services provider, please visit

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *may lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or, contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

View Cetera Investment Services privacy policy and other important information.

Check the background of this investment professional on FINRA's BrokerCheck.