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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: Bonnie Kay 913-234-3026 or barbara.kay@investfinancial.com or Brett Flood 913-234-2503 or brett.flood@investfinancial.com
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 Financial Corporation is member FINRA, member SIPC, a registered broker dealer and registered investment advisor, and is not affiliated with Blue Valley Investment Services or Bank of Blue Valley. 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:- 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.
- 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
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