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
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You can read the latest newsletter here: October 2021
Investments and Insurance Products and Services are Offered Through INFINEX INVESTMENTS, INC., Member FINRA/SIPC
Not a Deposit, Not FDIC Insured, Not Insured by any
Federal Government Agency, Not Guaranteed by
Powell Valley National Bank, May Go Down in Value
Powell Valley Investment Services is a trade name of Powell Valley National Bank. INFINEX and Powell Valley National Bank are Not Affiliated.
Information pertaining to the firm and its registered persons are available through FINRA’s Broker Check.
Who to contact
T. Allen Poole