Investment Goals

Nodaway Valley Investment Services™ (NVIS), is a team of LPL financial advisors who always have your best interests in mind. Our financial advisors use a comprehensive investment approach to match your investment needs with a mix of financial products and services tailored to your specific goals. Count on professional, objective guidance and long-term investment strategies to help you pursue your financial goals.

We offer access to a variety of strategies to address your financial goals:

  • Individual Retirement Planning
  • Business Retirement Plans
  • 401(k) distribution options
  • Estate Planning
  • Wealth & Asset Management
  • Planning and saving for college
  • Life Insurance Planning
  • Tax Reduction Strategies

Please Note: LPL Financial reps do not provide tax advice.

Reasons to consider investing:

  • Recently Married
  • New Child
  • Change in Employment
  • Retirement
  • Parental Care
  • Inheritance
  • Divorce

Check the background of investment professionals associated with
this site on FINRA’s BrokerCheck.

How Nodaway Valley Investment Services™ works with you to pursue financial goals

  • Friendly, non-pressure guidance from an investment professional you can trust
  • Plans are tailored to personal levels of risk and return
  • Advisors simplify investment options with the goal to provide easier decision-making
  • Investment Advisor Representatives of LPL Financial.
  • 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

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank and Nodaway Valley Investment Services™ (NVIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NVIS, and may also be employees of Nodaway Valley Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Nodaway Valley Bank and Nodaway Valley Investment Services™ (NVIS).  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

 
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IL, IA, KS, KY, ME, MI, MO, NE, NJ, NV, OH, SC.