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Investment Services

Investments

we are your
FULL SERVICE FINANCIAL CENTER



 


F I N A N C I A L
S E R V I C E S

 

Retirement Planning

Annuities

Mutual Funds

Stocks & Bonds

Estate Planning

College Funding

Life Insurance
 

 

 

 

Plan for a change.

Call to schedule a no-obligation appointment.
 


Pamela Manuel
Tel:  985-395-8123
Email:  Pamela.Manuel@InvestFinancial.com


William Marin
Tel:  985-395-8112
Email:  William.Marin@InvestFinancial.com


 

 

Pamela Manuel and William Marin are Registered Representatives of INVEST Financial Corporation.  INVEST Financial Corporations, (INVEST), member FINRASIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products.

INVEST is not affiliated with PSB Financial Services or Patterson State Bank.

Products offered: 

  • are NOT FDIC or NCUA insured;
  • are NOT deposits or other obligations of any Bank and are NOT guaranteed by any Bank; and
  • are subject to risk, including the possible loss of principal amount invested.

INVEST Financial Corporation's Privacy Policy

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 inquires that involve 
    (a)effecting, or attempting to effect, transactions in securities; or 
    (b)rendering personalized investment advice for compensation.

 

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