About INVEST Financial Corporation
INVEST Financial Corporation is a financial services broker-dealer. The strength behind INVEST is our strategy of developing innovative solutions that allow us to concentrate on what’s really important: helping you reach your financial goals.
Our Financial Advisors
You’ll find that INVEST Advisors are among the top professionals in the field. Call or email today to schedule a no-obligation appointment.
Executive Vice President, INVEST Manager
Ph: 636-940-5601 email@example.com
Vice President, INVEST Financial Advisor
Ph: 636-940-5605 firstname.lastname@example.org
With all the investment products available, making choices may seem overwhelming to many investors. You can count on your INVEST Advisors to clearly explain the various types of investments and why they are recommended for your particular situation.
Your INVEST Advisors are prepared to assist you with a broad selection of financial services including:
- Retirement Planning
- Fixed, Variable and Index Annuities
- Mutual Funds
- Unit Investment Trusts
- Estate Planning
- College Funding
- Life Insurance
- 401k Rollovers
- Financial Planning
Create Your Retirement Plan
To help you get started with your retirement planning, download these free worksheets. We encourage you to bring these in to your complimentary consultation with one of our INVEST Advisers so we can help you craft a retirement plan that works for you.
First State Bank is a subscriber of INVEST Financial Corporation and provides this information as a service to our customers. Please be aware that all links concerning investments will send you outside the First State Bank web site.
Mary, Becky, and Michael are Registered Representatives of INVEST Financial Corporation.
INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with First State Bank of St. Charles. Products offered are: • Not FDIC or NCUA insured • Not a deposit or other obligation of or guaranteed by any bank or credit union • Subject to risks including a possible loss of principal amount invested
Important Consumer 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. For more information on Investment Services, go to INVEST Financial Corporation