Your PARTNER in Financial Planning
When a team works together, complex planning can be simplified. Our approach starts by understanding that each client is unique and collaborates to build plans for each individual and family. We deliver access to customized investment solutions and challenge you to achieve the outcomes you desire. We provide access to a wide range of investment and insurance solutions to individuals, businesses, and non-profit organizations. From 401(k) pension rollovers, to education funding – our team of professionals will provide you with the knowledge and guidance to make informed decisions about your investments.
Why Invest?
Are you wondering why you should invest? How you can invest? One of our Financial Advisors will provide a free consultation to evaluate your financial situation. There is no obligation to invest if you simply just want to meet and learn about the options available. Our team will listen to your needs and develop a tailored plan to help you and/or your family achieve your financial goals.
With investments, there are countless options and our team is ready to help you!
Who We Serve:
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Individuals and their families
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Private business owners
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Agribusiness
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Nonprofits
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Additional Services:
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401(k) Rollovers
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Traditional and Roth IRAs
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Educational Savings
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Employer-Sponsored Retirement Plans
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Stocks, Bonds, Mutual Funds, Annuities
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Long Term Care and Life Insurance
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Investment Advisory Services
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Charitable Giving Strategies
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So much more!
Diversified Investment and Insurance Options:
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Stocks
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Mutual Funds
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Bonds
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Annuities
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CDs
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Money Market Funds
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Life Insurance
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Long-term Care Insurance
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Disability Income Insurance
Meet Our Team
Learn More
Check the background of this investment professional on FINRA's BrokerCheck
Investment and Insurance Products and Services offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Legence Investment Services is a trade name of the bank. Infinex and the bank are not affiliated.
- NOT A DEPOSIT
- NOT FDIC-INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
