Core Values

 Our Core Values

  • We honor and conduct ourselves with truth, integrity and confidentiality.
  • We respect the dignity of every client and associate.
  • We strive to build enduring relationships with every client through proactive, unbiased and personalized financial strategies.
  • We recognize that every client is unique.  Through listening with compassion and challenging without judgment we can work towards your goals.
  • We value our tradition to provide exceptional service to our clients.
  • We develop and foster communications, teamwork and self-improvement.
  • We maintain a healthy balance in our lives between serving our family, clients, company, and community.

 

 

 

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INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies offer securities, advisory services, and certain insurance products.  INVEST is not affiliated with Executive Wealth Management, Fortunatus Investments, 401K GPS, Executive Financial Planning, TD Ameritrade or its affiliates, Atria Investments or its affiliates, or Modestspark or its affiliates.  Advisory services offered through Executive Wealth Management a registered investment advisor.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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.

Corporate Information & Fillings

INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

This site is for informational purposes only and is not intended to be a solicitation or offering of a 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 individualizes responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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