Blue Valley Investment Services

CONNECT

Address:

13401 Mission Rd.
Leawood, KS 66209

Phone:

913-234-3025

Fax/Other:

913-234-3425

Our Services

We like to begin each relationship by listening and learning to understand your goals.  Only then can we develop a customized financial plan, researching and presenting your best investment options.  We walk you through a step-by-step process to help you make informed decisions.  We will work together through the plan, the solution, the strategies, and the implementation.  We monitor the progress of your portfolio, recommending changes as appropriate, always working toward your stated goals.  We are here to help you execute a sound financial program.


Through INVEST Financial Corporation we offer:

  • Full Service Brokerage
        Stocks, Bonds, Mutual Funds, Annuities, Long-Term Care Insurance, ETFs, REITs
  • Portfolio Review and Planning Services
  • Retirement Planning & Rollovers
  • Wealth Management
  • Wealth Accumulation and Distribution Strategies
  • Estate Planning
  • College Funding

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck