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Investments

Partnering for your financial future

Community Brokerage & Investment Services

Our philosophy is simple – partner with our clients to help them prepare for an unpredictable future. Our approach is dynamic. We even offer complimentary consultations.

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Investment Services

We listen to your needs and goals. Then, we’ll work with you to determine investment recommendations that meet your comfort level and resources.

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SEPs

A Simplified Employee Pension, or SEP IRA, is ideal for small business owners and self-employed individuals.

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Simple IRAs

This is a Savings Incentive Match Plan for Employees, or Simple IRA. Together, we’ll find out if this tax-deferred employer provided retirement plan is right for your business.

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IRAs

Traditional and Roth IRAs are an effective long-term savings tool.

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401K Assistance

We offer 401K assistance and pension rollovers to help ensure your investments are allocated to meet your goals.

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Life Insurance

Our investment team is licensed to sell life and long-term care insurance in West Virginia and Ohio.

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Investor Insights

Stay up-to-date on the latest investment news and advice. 

 

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: * Not FDIC/NCUSIF insuraed * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. 

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Registered Branch Address 

631 Juliana Street, Parkersburg WV 26101

https://www.sipc.org/

http://www.finra.org/

https://www.ceterafinancialinstitutions.com/privacypromise

https://www.ceterafinancialinstitutions.com/businesscontinuity


Check the background of this firm on FINRA’s BrokerCheck

Check the background of this investment professional FINRA’s BrokerCheck

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