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 solid, 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
  • Rita Mazurkewycz – Check the background of this investment professional on FINRA BrokerCheck

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Nodaway Valley Bank and Nodaway Valley Investment Services (NVIS) are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

 

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