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Home > Financial Services > Stock Brokers > Bankers & Investors Co.
Bankers & Investors Co.
Bankers & Investors Co. is a member of NASD the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Bankers and Investors Co. offers a diverse combination of financial planning services, retirement account planning, college savings plans, insurance products, as well as a comprehensive line of investment products. These investment products have the ability to further diversify your portfolio by allowing you exposure to multiple asset classes, thus minimizing the overall risk associated with your services not traditionally offered by the Bank.
As a trusted financial planning and full service brokerage firm, Bankers and Investors Co. emphasizes listening to its client’s needs and responding to those needs with suitable investment products. Their affiliation with Valley View Financial Group gives their investment representatives a unique opportunity to work with existing bank customers who may be considering expanding their investment horizons through the addition of the following products, available through Bankers and Investors Co. such as Mutual Funds, Stocks & Bonds, Annuities, Unit Investment Trusts, Term & Long Term Care Insurance, Supplemental & Disability Care Insurance.
At Bankers and Investors Co. they strive to maintain a comprehensive understanding of the investment marketplace so that appropriate investment opportunities are made available to their clients and their families. In working with clients, they formulate portfolios with their short and long term investment objectives in mind.
The relationship driven strategies are geared to the customer's desire for professional asset management including like a Superior Knowledge of the investment markets, Asset Class diversification, Customized Mutual Fund selection and screening process, Insurance & Annuity Reviews, Sound Rebalancing & Monitoring Methods, Superior client relationships, Low expenses.
For all of your financial planning needs one can visit the seasoned registered representatives at one of their convenient bank locations to discuss such as College Planning, Estate Planning, Retirement Income Planning, Mutual Funds, Stocks & Bonds, Annuities, Unit Investment Trusts, Term & Long Term Care Insurance, and Supplemental & Disability Care Insurance.
The primary focus of Bankers and Investors Co. is to provide its clients with confidential, personalized attention to their financial needs both for today and tomorrow. They strive to gain the same trust you have placed in Valley View Financial Group over the years through a genuine service commitment to you and your family.
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