Skip to Content
Close Icon

Investment Services

Customized to you

Partnering for your financial future

Cetera Investment Services and Community Brokerage & Investment Services work hand-in hand to provide comprehensive and convenient service.

Our Approach                       

Our experienced investment team understands no two financial scenarios are the same, so we approach each investment relationship holistically:

  • Inquire
    We’ll have an in-depth discovery meeting to identify goals, risk tolerance, current asset allocation, and time horizon.
  • Invest
    After we understand your needs and financial resources, we’ll create a robust and diversified strategy and portfolio.
  • Assess
    We continue to monitor your investments and determine whether a new strategy or product is appropriate as markets shift and life changes.

Meet Your Advisor
 

Investments  

We’ll work with you to determine investment recommendations that meet your level of comfort, maximize your time horizon, and minimize your tax bill. We offer:

  • Investment Management – Stocks, bonds, mutual funds, etc.
  • Separately Managed Accounts
  • Advisory Accounts
  • Market-Linked CDs
  • Fixed and Variable Annuities

Meet Your Advisor

 

The Cetera Difference

With Cetera Investment Services as your broker-dealer, Cetera Investment Advisors as your registered investment advisor, and Community Brokerage & Investment Services, you have a team to provide you with comprehensive and convenient service – all located in your local bank. It’s a unique synergy that supports you with the financial strength of a prominent national investment and insurance firm teamed with the comfort and security of working with people you already know and trust.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory 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 insured. * 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

The Common-Sense Banking
You Deserve

You need relevant products, at the right price, from a local decision maker who treats you like family. You’re in the right place.

Learn More