Bank of Oak Ridge Investment Services Group
Financial Planning
Our Investment Services Group professionals provide you with the resources to take control of your finances and achieve your financial goals.
- Comprehensive Financial Planning (Retirement Portfolio & Estate Review)
- Fee-Based Financial Planning
- Evaluation of Current Plans and Portfolios
- "House In Order" Assistance
Our associates have the experience and knowledge to address the issues affecting your financial future,
whether your goal is to send a child to college, purchase a home, or plan for a comfortable retirement. An advisor
will work with you to develop and implement a plan that will help you address your financial goals.
To find out more about our financial planning 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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