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We are dedicated to providing investment management and strategic wealth planning to our clients.  Simply put, we strive to be our client’s most trusted advisor.  As a financial services firm, our primary focus is to provide well-informed opinions designed to achieve long term investment results

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Articles

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment philosophy. More important than a sound investment strategy? Yes, they will tell you, because strategy, while important, is nothing more than a manifestation of an investment philosophy.

Viewpoint

Second Consecutive Strong Quarter

The Commerce Department announced in late November that U.S. GDP, after revisions, rose at a 3.9% rate in 3Q14. This was an improvement from the 3.5% rate initially estimated in October, but a modest decline from the robust 4.6% growth rate achieved in 2Q14. The number was above our initial forecast for 2.9% growth.

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Erma Harbison is an Associated Person of INVEST Financial.
 
Bryan S Pecherek is a Registered Representative 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 NCUA Insured *Are Not Guaranteed by any Credit Union *May Lose Value *Not a Deposit.
 
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) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy 121746

 

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