Exchange Investment Services
Exchange Investment Services provides access to the products and services of INVEST Financial Corporation. Exchange Investment Services representatives are available onsite at Exchange Bank & Trust and are prepared to assist you with a broad selection of products available through INVEST including:
Your Full-Service Financial Center
The investment professionals with Exchange Investment Services are dedicated to helping you achieve your financial goals. John Robinson and Dan Raplinger, Investment Representatives, are dedicated to building a long-term relationship with you to provide the on-going guidance you need to help achieve both short and long-term goals.
Complimentary Portfolio Review
The first step is taking a look at your overall financial picture, and it’s FREE.
To schedule a no-cost, no-obligation appointment:
About INVEST Financial Corporation
INVEST Financial Corporation, member FINRA, SIPC, is one of the nation’s leading providers of insurance and securities products and services through financial institutions. Since 1982, INVEST has been providing clients with convenient access to a full array of investment products and services through independent advisers and financial institutions across the country.
INVEST Financial Corporation member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with the Exchange Bank & Trust or Exchange Investment Services. Products offered are: • Not FDIC insured • Not Bank Guaranteed • May lose value including loss of principal.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a). satisfy the qualification requirements of, and are approved to do business by, the state; or (b). are excluded or exempted from the state’s licensure requirements.
- 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 involve (a). effecting, or attempting to effect, transactions in securities; or (b). rendering personalized investment advice for compensation.