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

Experienced Investment Professionals

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

Dan Sommers

LPL Financial Registered Principal

Greg Pargas

LPL Financial Advisor

Jacob Bahr

LPL Financial Consultant

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

-Friendly, non-pressure guidance from an investment professional
-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).
Nodaway Valley Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit LPL Relationship Disclosure for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) 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 the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of NVB or NVIS. The NVIS site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives.

Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Support

How May We Help You?

 

 

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Again

 

Use your NVB debit card to automatically pay recurring expenses. Set it once and celebrate!

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