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.

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Newsletters

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

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