Investments and Services
- 401(k) rollovers and consolidation
- IRA’s: Traditional and Roth
- Retirement planning and income projections
- Mutual Funds and portfolio reviews
- Fixed annuities to potentially enhance return or income, and protect principal
- Variable Annuities
- Indexed Annuities to participate in potential market gains while protecting against principal loss
- College/”529” Savings Plan and cost projections
- Stock and Bond trading
- Life Insurance
- Long-Term Care Insurance
- Real Estate Investment Trusts
Powell Valley Investment Services is a trade name of Powell Valley National Bank. Osaic Institutions, Inc. and Powell Valley National Bank are Not Affiliated. Products and services made available through Osaic Institutions, Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Information pertaining to the firm and its registered persons are available through FINRA’s Broker Check.
Who to contact
Senior Investment Advisor
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