Investment Services
An Investment Plan Designed Specifically for You
Blue Valley Investment Services (BVIS) is a client-centered investment practice beginning each new relationship by listening to you. Once there is a clear understanding of your short, medium and long-term goals, your BVIS Investment Professional can develop a customized financial plan including a proposed investment portfolio. BVIS is committed to doing what is right for their clients, combining thorough research with careful product recommendations and a full disclosure.
Offering investment products and services through LPL Financial, the BVIS team has over 56 years’ experience in the financial services industry. This enables them to effectively evaluate your risk tolerance, time horizon and resources, and propose appropriate investment strategies. You can expect one-on-one conversations, active management and personal oversight from our investment professionals. Blue Valley Investment Services is committed to creating and cultivating a lasting relationship.
Blue Valley Investment Services provides expertise in the following areas:
- Invest Portfolio Design and Management
- Retirement Planning
- 401(k) Rollovers, Traditional, Roth, Simple and SEP IRAs
- Financial Planning
- Estate Planning
- College Planning
- Insurance
- Business Succession Planning
Take one of our quick and easy assessments on the left to see if you're ready for what lies ahead!
Contact Blue Valley Investment Services to Get Started
To start your own investment conversation and pursue an introductory meeting, contact our Investment Services Professionals at 913-234-3025.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bank of Blue Valley and Blue Valley Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
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Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
Not Insured by any Federal Government Agency |
Not a Bank Deposit |
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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.
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