We are committed to providing quality investment products and services to residents in the communities we serve. Our Investment Executives are professionally trained to help you with IRA Rollover, 401(K), asset allocation and preservation, diversification, small business retirement plans and much more.

INVEST Financial Corporation provides you with access to full service brokerage for a wide range of investment needs. Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to meet your needs. We provide a variety of services from individual financial strategies to complete business solutions.

 

  • Mutual Funds 
  • Stocks and Bonds
  • Annuities
  • Tax Advantaged Investments
  • Life Insurance
  • Money Market Funds
  • Long-Term Care Insurance
  • Self-Directed Retirement Accounts (Including IRAs, 401Ks, Simple IRAs)

Our Investment Executives provide the guidance and expertise needed to help clients determine what is right for their financial future. Schedule a free financial check up with an Investment Executive today!

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

More Newsletters →