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We are InvestorServices, and since 1994 we've helped clients achieve their long-term financial goals; college educations, vacation homes, freedom to travel, retirement planning and most importantly, financial independence. As a full service investment firm, we offer you a complete range of investment opportunities backed by cutting edge research, assessment and planning tools.
Part of our responsibility is to help you stay focused on the big-picture view of your finances. As your personal investment professional, we will discuss your life plans, as well as your challenges and concerns, then assist you in developing and implementing your own investment strategy - one that can better position you to balance risk in a downturn and to help take advantage of opportunities in a rebound.
Staying on course in volatile economic times.
Once your review is complete and your strategy established, we will meet regularly to review your progress, discuss strategies and determine whether any changes are necessary. Studies show that investors who have a financial plan and meet regularly with a financial professional are less likely to panic and pull out of the market at the wrong time.*
*Source: "Financial Advisors and Boomers: Regular Use May Be Beneficial to Your Wealth." Retirement Income Industry Association Strategic Study Series, January 2010.
For us, it’s personal. We take time to get to know you and your financial goals. Then we work with you to develop a strategy you understand and are comfortable with, to help meet those goals. As your personal financial consultant, we are responsible for prudently investing your financial assets in a manner consistent with your goals, personality, personal preferences and financial position. We will inform you ahead of time of the costs and benefits of working with a professional investment representative of INVEST Financial Corporation.
We live right here – in the same community as those we serve. We never lose sight of the fact that your investments represent the hopes, dreams and aspirations of a friend and neighbor. Additionally, because we are located at Jefferson Bank, we can work with your banker as part of a team of personal financial professionals you can rely upon to serve all your financial needs.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
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