Who can help me?

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: July 2017

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T. Allen Poole

Investment Executive

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.