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Investment Services


Visit the new Blue Valley Investment Services website!

Blue Valley Investment Services provides access to the products and services of INVEST Financial Corporation.

Blue Valley Investment Services representatives are available on-site at Bank of Blue Valley and are prepared to assist you with a broad selection of products available through INVEST, including:

  • Portfolio Reviews
  • 401(k) Rollovers
  • Traditional & Roth IRA
  • Business Retirement Accounts
  • Mutual Funds
  • Professionally Managed Accounts
  • Fixed and Variable Annuities
  • Real Estate Investment Trusts
  • Stocks
  • Life Insurance
  • Bonds
  • Long Term Care Insurance*
  • UITs & ETFs
  • Disability Insurance*


  • Our goal is to spend the necessary time with our clients to make sure they are comfortable with their financial plan. We want to help you achieve financial freedom.

    To set an appointment or with questions, please contact either:

    Tony Cox
    913-234-3024 or tony.cox@investfinancial.com
    or
    Bonnie Kay
    913-234-3026 or barbara.kay@investfinancial.com
    or
    Brett Flood
    913-234-2503 or brett.flood@investfinancial.com

    Tony Cox, Bonnie Kay and Brett Flood are registered representatives of INVEST Financial Corporation.
    Securities, advisory services and insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC and is not affiliated with Blue Valley Investment Services or Bank of Blue Valley.  *Long Term Care Insurance and Disability Insurance are not offered through INVEST.  Securities and insurance products offered through INVEST and affiliated insurance agencies are:

    NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

    Visit the INVEST Financial Corporation Website.
    INVEST Financial Corporation's Privacy Policy.

    Important Customer 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) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation

    This website may contain concepts that have legal, accounting and tax implication.  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.

    Revised 01.2012

    Blue Wave Online Banking