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Investments

Stop in today for a free consultation with our Investment Consultant,      Lori Barry, CRD #5771498

The Investment Center at Community First Bank

We know the savings and investment choices you make today will impact your financial future tomorrow. We offer convenient access to a variety of full-service financial products. We are committed to helping you keep your investments in line with your objectives, and make the management of your money as simple as possible.

Products and Services Available:

  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Insurance & Annuities
    • Fixed & variable annuities
    • Life insurance, including Term Life, Universal Life, Variable Universal Life, Single Premium Life, Return of Premium Term, Universal Life with Long-Term Care Benefits
    • Health insurance
    • Disability insurance
    • Long-term care insurance
  • Private Asset Management
  • Education Planning
  • Alternative Investments
  • Global Wealth Services
  • Legacy Planning
     

Stop in for a free portfolio review today.
New to investing? We're here to help you get started!

Check the background of this investment professional on FINRA's BrokerCheck.

No Bank Guarantee | Not a Deposit | Not FDIC Insured | Not Insured by any federal government agency | May Lose Value All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA, SIPC. The investment services offered by IPI are in no way affiliated with or offered by Community First Bank nor is Community First Bank a registered broker/dealer. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

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