Financial Services

 Financial Services through INVEST Financial Corporation*

Schedule of Q&A Sessions for 2011:
Sessions are planned on Wednesdays,at 8:00am and 5:15pm in our office at 14 Bobala Road, Holyoke, MA.
 
December 14th -Life Ins. – Term vs. permanent which is best for you and your needs?, Discussion includes business as well as personal coverage.
 
 

December 21st  - Long Term Care Insurance – Learn how Long Term Care works and why no estate is safe without it.
*Business owners -Understand how your corporation can make Long Term Care more affordable for your employees and easy to qualify for. This employee benefit is tax deductible to the corporation, which makes this a better value than ever.
 
 
December 28th - Employee Benefits – Learn about the many resources available to help employers develop meaningful benefits programs.
Watch for our 2012 schedule coming soon.
 
 If you plan on attending, please send an e-mail note to ellie.burns@investfinancial.comor call us at (413) 538-7444.
-For the latest published information on Health Care Reform from the Commonwealth Connector, click the link to connector below.,This link,is located on another server. We have not independently verified the information available through this link., The link is provided to you as a matter of interest. (link to connector).

Please contact us or email ellie.burns@investfinancial.com for other information!

*INVEST Financial Corporation’s Privacy Policy

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer, is not affiliated with the Dowd Group., Securities and certain insurance products are offered through INVEST and affiliated insurance agencies.

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.

 

 

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