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  • InvestorServices

    Metcalf InvestorServices

    Left to right: Steven Holdmeyer, Tom Wood, Jr. and Steve Patton

    Act Now!

    The expertise your investments deserve is right here...

    or call us at 816.525.5300

      Regardless of whether you operate as a sole-proprietor, LLC, or other organization, InvestorServices is dedicated to helping your business thrive!

    • Customized Service: We take personalized service to the next level by matching you with a personal financial advisor whose philosophy and style of doing business are consistent with your own.
    • Respected Professionals: We are conveniently located in your community, but we maintain a personal working relationship with Wall Street professionals who add valuable insight and expertise to the advice we provide you.
    • Financial Planning: Getting to know you and your long-term goals is one of our priorities. Working together, we will develop a strategy designed to match those goals with a customized personal financial plan.
    • Financial Tools: Your personal financial advisor will help you select from a wide variety of financial tools, including mutual funds, unit investment trusts, fixed and variable annuities, stocks, bonds, long-term care insurance and Individual Retirement Accounts.
    • Business Retirement Plans: From simple IRAs to more advanced company plans such as 401(k)s, we offer retirement plan solutions designed to specifically meet the needs of your company.
  • Registered representative of INVEST Financial Corporation, member FINRAicon-External-Link  /SIPC icon-External-Link. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.

    This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

    INVEST Financial Corporation's Privacy Policyicon-External-Link

    Important Consumer Information:
    This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

    1. 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.
    2. 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) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

     

    INVEST Financial Corporation's Privacy Policyicon-External-Link

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    http://www.msrb.org/Rules-and-Interpretations.aspx icon-External-Link