Invest Financial Corporation
www.InvestFinancial.com


    
    

 

What is FSB Investment Services?
We are your FULL SERVICE investment center, specializing in brokerage services through INVEST Financial Corporation. You'll find a complete list of our financial services below.

For more information, please contact Pam Melton or Cathie Kipling, CFP

INVEST Financial Corporation
www.InvestFinancial.com

(406) 642-2269


Pamela Melton
Registered Representative
INVEST Financial Corporation
pam.melton@investfinancial.com
(406) 642-2269

Cathie Kipling, CERTIFIED FINANCIAL PLANNER
Registered Representative
INVEST Financial Corporation
cathie.kipling@investfinancial.com
(406) 642-2269

Portfolio Review  

Fixed Income Investments

  • Municipal bonds
  • Unit Investment Trusts
  • CDs
  • Government Securities
  • Corporate Bonds

 

 

Insurance

  • Tax-deferred Annuities
  • Term Insurance
  • Universal Life
  • Single Premium Life
  • Long Term Care
  • Disability

 

 

Equity Investments

  • Mutual Funds
  • Common Stocks
  • Preferred Stock

 

 

Retirement Accounts

  • Traditional and Roth IRAs
  • SEP
  • SIMPLE
  • 401K and 401K Rollovers
  • Pension and Profit Sharing
  • Defined Benefit Plans

 

 

Retirement Programs for Non-Profit Organizations

  • Teachers, State, County, and City Employees

 

 

Advisory Services

  • Fee-Based Managed Accounts
  • Fee-Based Financial Planning and Advice (hourly or flat rate)
  • Trust Services (through Franklin Templeton)

 

 

Miscellaneous

  • How to Save Money
  • How to Reduce Taxes
  • Children's Education
  • Charitable Giving

 

 

Registered Representative of and securities and insurance products offered through INVEST Financial Corporation (INVEST), member FINRA & SIPC, and affiliated insurance agencies. INVEST is not affiliated with Farmers State Bank or FSB Investment Services. Services provided are: *Not FDIC insured *not deposits, obligations of, or guaranteed by any bank and *are subject to investment risk, including the possible loss of principal amount invested.

INVEST Financial Corporation's Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be solicitation or offering of any security and:

Representative of broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent a) satisfy the qualification requirement of, and are approved to do business by, the state; or b) are excluded or exempted from the state's licensure requirement.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve a) effecting, or attempting to effect, transactions in securities; or b) rendering personalized investment advice for compensation.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.