Bank of Oak Ridge Investment Services Group
There aren't many things more personal than your finances. Yet truly personal service is hard to find when it comes to financial planning. That's where Bank of Oak Ridge Investment Services Group can make a difference. We're completely driven by the needs of our clients. Our investment professionals help individuals of all income levels determine sound investment strategies.
With 17 years of experience, Vice President and Financial Advisor Barbara McCarter can assess your current financial situation, explain your options, and answer your questions. With periodic reviews of your financial management program, she can make sure your investment strategies are on target in today's changing economy. Barbara is joined by Assistant Vice-President and Registered Sales Assistant Mercedes Fresquez-Clifton in assisting you with:
- Financial Planning
- Investments
- Retirement Planning
- College Education Planning
- Life Insurance and Long Term Care
- Business Planning
- Qualified Plans/401(k) Plans for Businesses
To find out more about our Investment Services call us during business hours at (336) 644-8837 or
Email us.
INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered broker dealer and registered investment advisor, is not affiliated with Bank of Oak Ridge or Bank of Oak Ridge Investment Services, advisory services and insurance products offered through INVEST and its affiliated insurance agencies and are* not insured by FDIC* not a deposit or other obligation of or guaranteed by any Bank * subject to risks including the possible loss of principal.
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