Investing

Community Wealth Advisors don’t want to just sell you a product. We want to help you find the right investment solutions. Our priority is building a portfolio that will help you achieve your financial goals. Here are just a few of the options we’d love to discuss with you.

Mutual Funds
Stocks
Government Bonds
Corporate Bonds
Municipal Bonds
Fixed Annuities
Variable Annuities
Unit Investment Trusts (UITs)
Alternative Investments
Real Estate Investment Trusts (REITs)

Speak With an Advisor

Securities and Insurance Products:

Not Insured by FDIC or any Federal Government Agency

May Lose Value

Not a Deposit or Guaranteed by the Bank or any Bank Affiliate

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Community Wealth Advisors is a trade name of the bank. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed by insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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To make an appointment with your banker or in-branch, please complete the form below. We look forward to serving you.

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