Nodaway Valley Investment Services
A long history and a strong reputation.
Nodaway Valley Bank has been meeting the financial needs of residents in Northwest Missouri for more than 135 years. Over time, the nature and complexity of saving money has changed greatly, with more investment options worldwide from which to choose.
Because strategic personal investment planning is not only more important, but more challenging for the average investor, Nodaway Valley Bank formed Nodaway Valley Investment Services which provides access to professional retirement and investment planning, as well as non-FDIC insured investment products through a partnership with UVEST Financial Services.
Whether your financial affairs are relatively simple or very complex, working with a professional consultant can help plan for financial success with insight on how to:
- FUND YOUR RETIREMENT.
- PURCHASE A QUALITY EDUCATION.
- DEVELOP A REALISTIC INVESTMENT PLAN.
An appropriate plan should seek to achieve your desired investment yield (level of return) without taking on more risk (or more kinds of risk) than you can tolerate.
- SAVE FOR COLLEGE
- PLAN FOR COLLEGE
We can help you reach your financial goals by:
- OFFERING PRUDENT AND TIMELY ADVICE.
- MONITORING AND MANAGING YOUR PERSONALIZED STRATEGY.
- SIMPLIFYING DECISIONS.
We can help pare down the choices - more than 10,000 mutual funds, comprised of stocks or bonds, or a combination of both, plus municipal and other government securities, taxable and tax-free, plus thousands of annuities, insurance options and individual securities — to those that fit your parameters.
Our financial consultants are affiliated with UVEST Financial Services, a member of the National Association of Securities Dealers/Securities Investor Protection Corporation (NASD/SIPC). For more information regarding NASD and SPIC membership, please visit www.nasd.com and www.sipc.org. A registered broker/dealer, UVEST has been offering a wide range of financial products and services since 1982.
*FULL SERVICE BROKERAGE
In addition to guidance from a financial consultant, our clients have the option of using an online UVEST Full Service Brokerage, allowing you to view your account information online 24-hours a day. Click here to preview the Full Service Brokerage website.
To OPEN a Full Service Brokerage account, call Nodaway Valley Investment Services at 816-901-4606 or click here to email us.
To LOG IN to UVEST Full Service Brokerage, click here.
For additional information or to set an appointment to review your current financial plans, contact :
Dan Sommers
Financial Consultant
402 N. Belt Highway at Faraon • St.Joseph, MO 64506
816-901-4606
www.uvest.com
daniel.sommers@uvestmail.com |
Nodaway Valley Investment Services is a division of Nodaway Valley Bank. Securities are offered by, and Financial Consultants are registered with UVEST Financial Services. UVEST and Nodaway Valley Bank are independent entities.
Investment products are:
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Bank Deposit |
