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Our Services

At InvestorServices, we take the time to discover your values - taking a client-first, needs-based approach.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. You will never feel pressure to buy any particular financial product that may not be a good fit.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Fee-based Asset-Management Services
Retirement Planning for Individuals and Businesses
College Savings Plans
Fixed and Variable Annuities
Life Insurance Products
Business Retirement Plans
Long-Term Care Insurance
Stocks and Bonds
Mutual Funds

Securities, related services, and insurance products offered through INVEST Financial Corporation, (INVEST) member FINRA, SIPC, a Registered Broker Dealer and Registered Investment Adviser, and its affiliated insurance agencies are: Not FDIC Insured, May Lose Value, No Bank Guarantee.

Jeff, Sean, Steve, and Michelle are Registered Representatives of INVEST.

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

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.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST is not affiliated with InvestorServces or Empire Bank