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Investment Goals

financial_plan_checklistNodaway Valley Bank is proud to introduce you to Nodaway Valley Investment Services (NVIS), a team of LPL financial advisors who always have your best interest in mind! NVIS is prepared to address your investment needs with a comprehensive approach that will provide access to a variety of financial products and services that are tailored to your specific goals. With focus always on the customer, you can count on solid, object guidance and a concentration on longterm investment strategies that may benefit you.

A variety of strategies to address your financial goals:

  • Individual Retirement Planning
  • Business Retirement Plans
  • 401(k) Rollovers
  • Estate Planning
  • Wealth & Asset Management
  • Saving and Planning for College
  • Life Insurance Planning
  • Tax Reduction Strategies
  • and more!
Please Note: LPL reps do not provide tax advice.

Various reasons to consider investing:

  • Getting Married
  • New Child
  • Change Jobs
  • Retirement
  • Parental Care
  • Receive Inheritance
  • Divorce
  • and many other life events!

How does NVIS help you work towards your goals?

  • Friendly guidance from an investment professional you can trust
  • Plans are tailored to your own desired level of return and risk
  • Advisors simplify your options for less overwhelming decision making
  • NVIS is staffed with Investment Advisor Representatives of LPL Financial, a Registered Investment Advisor
  • LPL Financial is a member of the Financial Industry Regulatory Authority /Securities Investor Protection Corporation (FINRA/SIPC).

Experienced Investment Professionals

  • Dan Sommers - Check the background of this investment professional on FINRA BrokerCheck
  • Greg Pargas - Check the background of this investment professional on FINRA BrokerCheck
  • Rita Mazurkewycz - Check the background of this investment professional on FINRA BrokerCheck

Securities Offered Through LPL Financial, Member FINRA/SIPC. Insurance products offered thru LPL Financial or its licensed affiliates. Nodaway Valley Bank and NVIS are not registered broker/dealers and are not affiliated with LPL Financial.

 Not FDIC Insured

 No Bank Guarantee

 May Lose Value

 Not a Deposit

 Not Insured by any Federal Government Agency

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, KS, KY, MO, NE, NJ.