Put your money to work for you

Financial Services

At BSV Financial Services we’ll treat you like our neighbor, not a number. You deserve a level of personal attention that big brokerage firms just can’t give. We offer access to the same investment and brokerage services as large brokerage firms, but with a personal touch that always puts your questions and best interests first. Come into your local BSV office and enjoy this individualized attention.

Services

  • Tax deferred investing¹
  • IRA rollovers
  • College fund planning
  • Retirement planning
  • Asset allocation strategies
  • Systematic investing²

With a free, no-obligation consultation, you will be able to review your financial goals and implement a strategy to help you achieve them. You will receive relevant information, including straightforward answers, so you can make the decisions that will shape your financial future.

Already an investment customer with us?

If so, click here to access your account(s) on Pershing’s secure server.

Securities products offered through INFINEX INVESTMENTS, Inc.
Member FINRA/SIPC. BSV Financial Services is a trade name of BSV.
Infinex and the bank are not affiliated.
  • NOT A DEPOSIT
  • NOT FDIC INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT GUARANTEED BY THE BANK
  • MAY GO DOWN IN VALUE

 

¹We do not provide tax advice. Consult your tax advisor.
²Systematic investing is a method of controlling risk. It does not assure a profit or the avoidance of loss.

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