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 INFINEX INVESTMENTS, INC. allows us to offer access to the same technology, products, and tools available at the most prestigious investment firms in the country. Our investment executive also carries his Series 7, 63, and 65 registrations, as well as his life insurance license. This allows us to offer true, full-service. 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.