Bank of Oak Ridge Investment Services Group
Life Insurance and Long Term Care
Evaluating and obtaining the proper life, disability income, and long-term care insurance is the foundation of any
sound financial plan. Our Investment Services Group Associates can help you choose the appropriate products or services for you and your family.
- Insurance Needs Analysis
- Coordination with Comprehensive Financial Plan
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
To find out more about our life insurance and long term care 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.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in the state if the representatives and the BD or IA they represent (a) satisfy the qualifications requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
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.
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