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Why use a Personal Investment Consultant?
Many people find the task of selecting an investment portfolio too daunting to undertake on their own. They realize they don't have the experience, time, training or patience to make informed investment decisions alone. That's where the value of a personal investment consultant can be very beneficial. Here are some of the investment services provided from a personal investment consultant:
- Fixed and Variable Annuitites
- Mutual Funds
- Life Insurance
- Stocks and Bonds
- Tax-Advantaged Investments
- Long-Term Care Insurance
- Retirement Plans
- Money Market Funds
- Brokered Certificates of Deposit
- U.S. Treasury Bills, Notes and Bonds
- Unit Investment Trusts
- 529 Plans
- Discount Brokerage
Discount Brokerage Services
Enjoy Total Investing Convenience. Low Rates. Great Value.
Commission savings apply to most stock, option and listed corporate bond transactions, but not to transactions in other products. Minimum commission rate applies. PrimeVest charges a $4.00 transaction fee. A commission schedule is available upon request.
Now you can access your brokerage account, get real-time quotes, retrieve balance information, place trades and check on the status of your orders at your convenience, 24 hours a day via the e-primevest link at the top of the page.
For more information, contact an Investment Consultant at: (712) 277-6769
