Why consider Powell Valley Investment Services?
We have the experience and resources to help. While we’re local and committed to our communities, our relationship with Osaic Institutions, Inc., allows us to offer access to the same technology, products, and tools available at the most prestigious investment firms in the country. So whether you need a simple stock or bond transaction, a one-time 401(k) rollover, or a complex, fee-based portfolio, we can help.
You get what you need, not what we need to sell. We don’t like conflicts of interest, so we don’t have our own name-brand products or annual “quotas” with investment product providers. This allows us to recommend the right ideas for the right situations, even if that means just giving some advice.
Our costs are extremely competitive. Excellent service doesn’t have to mean costly service. We rely on our local relationships and referrals more than expensive advertising campaigns, so we can pass the savings on to you.
We’re easy to work with…and we’re local. We still give the personal attention that is becoming a thing of the past at so many of today’s financial firms. You speak locally with us instead of struggling with “1-800” numbers or frustrating phone menus.
You’re in control. Our consultations are without cost or obligation. This gives you the opportunity to learn about your options and then make your decisions from the comfort of your home, without the pressure normally associated with being “sold” something. We want long term relationships with our clients.
Powell Valley Investment Services is a trade name of Powell Valley National Bank. Osaic Institutions and Powell Valley National Bank are Not Affiliated. Products and services made available through Osaic Institutions 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.