Investment Planning
Highland Investment Services/PrimeVest Financial Services Inc. brings a high-level of expertise to your investing. Our Investment Services Executives understand that you have many diverse financial needs. We can expand your options and accommodate your changing lifestyle and financial objectives. We work for our clients and help them make important investment decisions, create financial plans, and reach financial goals. PrimeVest is a full service broker/dealer, which offers:
- Stocks
- Bonds
- Mutual Funds
- Unit Investment Trusts
- Fixed and Variable Annuities
- Life Insurance
- IRA's, Traditional, Roth, Education and Rollovers
- Qualified Plans
A registered Investment Executive is available to all Highland Bank clients by appointment at each of our offices. Contact Brooks Staples at 952-858-4745 or Lisa Medina at 952-858-4737. Online trading available at eprimevest.
Investment Executives are registered to conduct securities business in limited states and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.
The information in this website is for U.S. residents only. The information on this website does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
PrimeVest Financial Services, Inc. is an independent registered broker/dealer located at Highland Bank. Member SIPC/FINR.
Securities and insurance products offered by PrimeVest: *Not FDIC insured *May go down in value *Not financial institution guaranteed *Not a deposit *Not insured by any government agency *Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided. View PrimeVest Privacy Policyand other Important Information |
