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Accentra Investments

Invest with someone you know at Accentra Investment Services. Receiving honest, reliable advice is an essential part of a sound financial plan. If you are just starting an investment plan, rethinking your strategy or nearing retirement, you can look to our financial planner for the products, services and advice designed to help meet your goals.

Services

Retirement Plan Rollovers
Investment Management
Pension Rollovers
Systematic Savings Plans
Wealth Management
College Savings Plans

Products

Mutual Funds, Stocks & Bonds
Annuities (Fixed & Variable)
Insurance (Life, Disability, Long term care)

To learn more about our financial planner, Jay Braaten, visit his website here.

Registered representative of and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Accentra Credit Union or Accentra Investment Services. Products and services offered through INVEST *Are not NCUA insured *are not guaranteed by any Credit Union * may lose value.

This information 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.

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

INVEST Financial Corporations Privacy Policy

Investment Products: Not NCUA Insured • No Credit Union Guarantee • May Lose Value • Not a Deposit