Financial Strategies

We serve individuals, families and business in all areas of financial management including:

Retirement Planning
Tax Management Investing
Estate Planning
Risk Management
Investment Planning
Education Funding
Charitable Giving

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INVEST FINANCIAL CORPORATION'S PRIVACY POLICY

Registered representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with other entities named. Products and services offered through INVEST *Are not FDIC/NCUA insured *are not guaranteed by any Bank or Credit Union * May lose value.

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.

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) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

By clicking outside links, you will leave our website. The links are located on another server. We have not independently verified the information available through these links. The links are provided to you as a matter of interest.

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