Financial Planning today . . .
for opportunities tomorrow . . .
Deborah L. Clark is a registered representative with INVEST Financial Corporation. INVEST Financial Corporation does not provide tax, or accounting services. 616.295.4432 Cell debbie@cwf4u.com or Click to be forwarded to INVEST Financial Corp website. INVEST Financial Corp.
About INVEST Financial Corp.
INVEST has been in business since 1982. The first stock trade from within a bank lobby, a major milestone in the investment services industry, was carried out on November 2nd of that year by a registered representative of INVEST Financial Corporation. INVEST works with independent registered representatives and financial institutions including banks and credit unions. INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer and Registered Investment Advisor is not affiliated with Integrated Financial Concepts. Securities Advisory Services and certain insurance products are offered through INVEST and affiliated insurance agencies.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor )"IA") may only conduct business in state if the representative and the BD or IA they represent (a) satisfy the qualification requirements of, and approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involved (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
This website may contain concepts that have legal. It is not intended to provide legal advice. You may wish to consult an attorney regarding your specific situation. No representations are made as to the accuracy of the information contained in any link provided herein.
INVEST's Privacy Policy
Branch Contact Information
Deborah L. Clark Clearwater Financial, Inc.
Mailing address: PO Box 59
Byron
866.549.4434 Toll Free
616.277.1199 Fax
deborah.clark@investfinancial.com
INVEST is a wholly owned subsidiary of National Planning Holdings ("NPH") a holding company headquartered in Santa Monica, CA. NPH is a holding company for four broker/dealers - INVEST, National Planning Corporation, Investment Centers of America, and SII Investments, Inc.
National Planning Holdings (NPH) is an affiliate of Jackson National Life Insurance Company (JNL) headquartered in
NPH and JNL are indirect subsidiaries of Prudential plc (LSE: PRU, NYSE: PUK), a company incorporated and with its principal place of business in the
INVEST's Internet Privacy Policy
Our policy regarding any personal information you might supply to us when you visit this site is to protect your information on the Internet in the same way that we protect it in all the other ways we can interact with you.
If you provide personal information, such as address, e-mail, telephone and fax numbers, as well as demographic and customer identification, we will not disclose (share, sell or divulge) it to external organizations unless we are required to do so by law. We will maintain this information according to our strict security and confidentiality standards.
Click below to view INVEST's Privacy Policy Statement
INVEST's Privacy Policy Statement
Securities, related services and insurance products offered through INVEST Financial Corporation, Member FINRA, SIPC, a Registered Broker Dealer and Registered Investment Adviser, and its affiliated insurance agencies are: Not FDIC or NCUA INSURED, May Lose Value, No Bank or Credit Union Guarantee