Our Commitment To You

Our clients' interests come first.  By serving them well, we will also succeed.

Personal Service

We believe our clients are entitled to the professional and personal advice of Investment Representatives whose philosophy and style of doing business are compatible with their own.

Starting the Process

We like to begin each client relationship with a personal plan designed to identify long-term goals, as well as a strategy for implementing the plan.

Disclosure

We believe it is important to inform our clients of the costs and benefits of working with a professional investment representative at INVEST Financial Corporation.

Helpful Recommendations

We seek to make financial recommendations that are consistent with our clients' financial circumstances, risk tolerance, and on track with our clients' long-term goals.

Through all of the market ups and downs, we strive to provide quality service and quality financial advice with integrity to help our clients reach their financial goals.

For more information on how INVEST Financial Corporation can help you achieve your financial goals, please call:

ISB Investment Services

627 East Locust Street

Des Moines, IA 50309

(515) 244-3413

(515) 243-9838 Fax

(888) 824-0111 Toll Free

www.iowastatebanks.com

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.