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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.

Not Federally Insured | No Financial Institution Guarantee | May Lose Value

References to financial institutions are solely to indicate location.

Any financial institution referenced is not affiliated with Ameriprise Financial, Inc.

The Confident Retirement® approach is not a guarantee of future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change. Investing involves risks, including changes in value and possible loss of the entire amount invested.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

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