June 24, 1999 – Present (Over 26 years)

Investment Services provides our community with a comprehensive range of financial products and services. Tax planning, retirement planning, and estate conservation strategies should be top priorities for individuals and families of all ages and income ranges.

That is where Investment Services can help. We aim to aid investing, risk management, retirement planning, and wealth preservation. By helping you acquire the information and strategies you need to pursue your financial objectives, we hope to establish long-term and trusted relationships with our clients.

Avantax is a distinct community within Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

We are currently licensed to offer securities in the states of Colorado, Florida, Indiana, Kentucky, Ohio, Texas, and Virginia. This is not an offer to sell securities or provide investment advice in any other state or jurisdiction. 

We do not accept any trade through this website or email. Please get in touch with me directly.

Visit: https://www.investmentservicesinc.com to learn more about the wealth management business.

The branch office of Investment Services is located at 1104 Tanbark Road, Lexington, KY 40515-1818, and can be reached by phone at (859) 552-8902.

Investment Services

Org chart

Teams

Offices

Investment Services

Org chart

Teams

Offices

Related companies