Blue Valley Investment Services is a comprehensive financial services practice located at the Bank of Blue Valley. We are committed to helping people pursue their financial goals and dreams. Our team of three advisors has a combined total of 75 years experience in the financial industry. We offer a wide range of financial services, insurance products, and solutions to individuals and businesses through INVEST Financial Corporation.
Our objective is to design an investment plan that will help you achieve your goals in a manner consistent with your values. Personal oversight, active management and ongoing reviews are at the heart of our business model. We invest in relationships with a commitment to the financial independence of our clients. We use non-proprietary mutual funds, stocks, bonds, and other portfolio diversifiers and insurance products to develop strategies just for you.
Some of our areas of expertise include:
- Investment Portfolio Design and Management
- Retirement Planning
- 401(k) Rollovers
- Financial Planning
- Estate Planning
- College Planning
- Business Succession Planning
Please contact Tony Cox, Investment Services Officer, at firstname.lastname@example.org or 913-234-3024 to discuss Blue Valley Investment Services or explore an introductory meeting.
Learn more at www.bluevalleyinvestmentservices.com
Tony Cox is a registered representative of INVEST Financial Corporation (INVEST).INVEST, member FINRA/SIPC and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Blue Valley Investment Services or Bank of Blue Valley. Products offered are:
|NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE |
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