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INVEST Financial Corporation offers our customers investment options and financial planning that can provide long-term security for you and your family. Whether you want to save for your child’s education, plan for your retirement or build wealth, we can help you reach your financial goals. We offer:
For an appointment, contact INVEST representative Chris Carroll. He can be reached at 615.451.5584, christopher.carroll@investfinancial.com or visit him at Volunteer State Bank, 615 Nashville Pike in Gallatin. INVEST Financial Corporation (INVEST), member NASD, SIPC, a registered broker/dealer and registered investment advisor, is not affiliated with Volunteer State Bank. Securities, advisory services and insurance products are offered through INVEST and its insurance agencies are:
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. |
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