ISB Investment Services

Whether you’re investing for retirement, a child or grandchild’s college expenses or another investment goal, you’re depending on steady growth for your investment dollars.  To build wealth wisely and securely, it takes an investment consultant who can understand your current financial position and develop a strategy for a well-balanced portfolio.  Our experience, our insight and our integrity all combine to formulate strategies that are uniquely yours, customized to help meet your needs and expectations.

We have access through INVEST a wide range of  investment products and services for every investor.

Fixed Annuities 

Retirement Planning

Variable Annuities 

Tax-Advantaged Investing

Stocks & Bonds 

College Planning

Mutual Funds 

IRAs/Roth IRAs

Long Term Care Insurance

Pension/Profit Sharing Plans

Life Insurance

SEP and SIMPLE Plans

Disability Income Insurance*                 

401(k) and 403(b) Plans

Estate/Inheritance Conservation

*These services are not offered through INVEST.

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 any other entities named. Products and services offered through INVEST *Are not FDIC insured *Not a Deposit*are not guaranteed by any Bank* may lose value including loss of principal amount invested. 

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. 

INVEST Financial Corporation’s Privacy Policy

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.