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Our Services

PLAN FOR YOUR FINANCIAL FUTURE

With the expertise of your INVEST Financial Advisor and the convenience of a full service investment firm at your command, preparing for your financial future can help make your dreams more achievable. We are ready to help you turn your financial goals into reality.


The services we offer include:

  • Personal Financial Plans
  • Estate Planning
  • Current Portfolio Evaluations
  • Investment Strategies
  • Investment Policy Statements

INVEST Financial Corporation provides the tools we use to implement a strategy to help you achieve your goals including:

  • Retirement Plans for Small Business
  • Mutual Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Separately Managed Accounts
  • Stocks
  • Bonds
  • Life Insurance
  • Long-Term Care Insurance
  • Individual Retirement Accounts (IRAs)

As Independent representatives, we have the ability to shop the market for all of your financial needs and help you decide on the best solution for you. We are a full service financial services firm.