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Investment Services
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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

  • Insurance

  • Business Succession Planning


Please contact Tony Cox, Investment Services Officer, at tony.cox@investfinancial.com 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

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

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