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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.
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:

Investments*                                       Financial Planning                                 Insurance
Stocks                                                Asset Allocation                                    Life
Bonds                                                 Investment Analysis                             Fixed
Mutual Funds                                      Retirement Planning                               Long Term Care
Variable/Fixed Annuities                       Estate Planning/Distribution
Certificates of Deposit (CDs)                 Charitable Giving
                                                          Education/College Planning

INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.

INVEST Financial Corporation's Privacy Policy

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment adviser, is not affiliated with The Financial Network. Securities, advisory services and insurance products are offered through INVEST and affiliated insurance agencies.

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.