Brokerage Service
CoreFirst Investment Services, a Cetera Investment Services program, provides an array of financial services and solutions that can be tailored to fit your unique circumstances. Our Investment Executives are happy to discuss your current situation and provide the right solutions to help meet your objectives.
Products available:
- Preparing for illness/end of life
- Reviewing current insurance
- Dealing with lump-sum distributions
- Projecting early or late retirement
- Minimizing tax liabilities*
- Preserving wealth
- Charitable giving
- Individual and group life (term, fixed, universal, variable)
- Disability
- Group health
- Long-term care
- Key person
- Money Markets
- Treasury bills, notes and bonds
- Stocks
- Mutual funds
- Annuities
- IRAs, SEPs, TSAs
- 529 plans
- Qualified Plans; 401k, 403b, profit sharing
- Pension Planning
- Deferred compensation strategies
- Buy / Sell agreements
- Business Continuation Planning
Questions?
Call 785.267.8518
Stop by any branch location to set up an appointment
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: •Not FDIC/NCUSIF insured •May lose value •Not financial institution guaranteed •Not a deposit •Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.
View Cetera Investment Services privacy policy and other important information.
Investment Executives 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.
*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.
**Income may be subject to federal alternative minimum tax and state or local taxes.
