Bank of Oak Ridge Investment Services Group
College Education Planning
With ever-rising cost of a college education, planning ahead has never been more critical. Our Investment Services Group assists
families in calculating future college costs, establishing funding goals, and evaluating effective alternatives
for accumulating educational savings.
- Educational Cost Analysis and Projections
- 529 Educational Savings Plans
- Coverdell Education Savings Account
(formerly the Education IRA)
- UGMA/UTMA Accounts
To find out more about our college eduction 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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