Your Financial Adviser isn't working alone. Dedicated people working together, with skill and determination, back your Financial Adviser by providing many support tools and operational functions.
This team of dedicated professionals comprises the full-service broker/dealer known as INVEST Financial Corporation. Our primary goal is to help make sure your Financial Adviser has the tools and support needed to make your investing experience an extraordinary one.
Through INVEST; your Financial Adviser is able to provide you with well-researched investment advice, asset management, insurance services and estate planning. These varied services are coordinated from one office to ensure all aspects of your financial well-being are working in your best interests. It is the goals of both INVEST and your Adviser to ensure that not only are your needs met but also the needs of your heirs during all aspects of their lives.
Working with registered representatives, as well as financial institutions, we have earned our reputation as a leader by maintaining ahigh level of professional integrity and building long-term relationships based on mutual respect and strict adherence to the fundamental principles of needs-based investing.
At INVEST, we believe that:
- You are entitled to consistent and objective investment advice from knowledgeable experts.
- Investment advice should be appropriate to your financial circumstances and investment goals - based on your personal risk tolerance.
- You should conduct business with registered representatives whose only motivation is serving your best interests.
I am extremely proud of who we are and what we do. For me, for all of us, it's personal. Our philosophy is clear: to do the right thing for our clients, each and every day.
Steve H. Dowden
President & CEO