Services You Can Rely On
Our advisors offer comprehensive services to help you start and grow your investments. Whether you’re a conservative saver or an aggressive investor (or probably somewhere in between), we can help you determine your risk tolerance and create a smart investment strategy to accomplish your goals.
Our process includes:
- Identifying goals and evaluating your financial condition
- Evaluating your preference for return or stability
- Selecting a strategic mix of investments
- Drafting an Investment Policy
- Implementing the plan
- Monitoring the portfolio and your financial condition
- Revising the plan as needed
Investment, Annuity and Insurance products are:
NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Disclaimer: Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory services offered through Novem Group, an SEC Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Five Points Financial Services is independent of Osaic Wealth and Novem Group. Five Points Bank is not affiliated with Osaic Wealth, Inc. or Novem Group. To help you better understand the different approaches for your investments, please review the Osaic Wealth Customer Relationship Summary and the Novem Group Customer Relationship Summary
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