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About Investing

Our investment representatives get acquainted with you and your investment objectives, then help determine where you are with your investment program and how to assist you in pursuing your goal. From this getting-to-know you process, our investment representatives offer customized investment strategies for:

  • Retirement Preparation
  • Funding Your Children's Educations
  • Potentially enhancing Your After-Tax Return opportunities

Check the background of this investment professional on FINRA’s BrokerCheck.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affiliated with the financial institution where investment services are offered. View Cetera Investment Services privacy policy and other important information. Financial Professionals are registered to conduct securities business 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 and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Resource Investments is located at Resource Bank.