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Investment

 

An Infinex investment specialist located at First Wealth Management Group can give you the personal attention that big brokerage firms can't.

Infinex investment specialists located at First Wealth Management Group bring a wealth of experience and a commitment to personal service to help you make investment choices that are right for you. By listening carefully to your goals and concerns, they will personally tailor an investment strategy that fits comfortably with your objectives.




 
Mutual funds
• Money market funds
• Short, intermediate, and long-term bond funds
• Government bond funds
• Balanced funds
• Income stock funds
• Growth stock funds
• Aggressive stock funds
• International funds


Stocks
Government Bonds
Corporate Bonds
Municipal Bonds

Unit Investment Trusts (UITs) Options
Self-Directed IRAs
Roth IRAs
529 College Savings Plan
Investment Advisory Accounts
Trust Accounts
Asset Allocation Accounts
Fixed Annuities
Variable Annuities
Life Insurance*
401(k) Rollovers
Alternative Investments

*Through various third parties

 

 
Todd Carter
Financial Specialist
667 West Main St 2nd Floor
Abingdon, VA 24210
Phone: 276-623-0128
Fax: 276-623-0510
Allen Poole
Financial Specialist
1185 N. State of Franklin Road
Johnson City, TN 37602-4775
Phone: 423-282-9032
Fax: 423-282-9066
 
     
William M. Herbert
Financial Specialist
101 Annjo Court
Forest, VA 24551
Phone: 434-455-0888
Fax: 434-455-0887
Greg L. Owen
Financial Specialist
1030 Richmond Rd.
Staunton, VA 24402
Phone: 540-213-8001
Fax: 540-213-8002
Joe E. Waters, II
Financial Specialist
Phone: 276-628-3838
Fax: 276-628-5131
Securities and insurance offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. First Wealth Management Group is a subsidiary of the bank. Infinex is not affiliated with either entity.
. NOT A DEPOSIT
. NOT FDIC-INSURED
. NOT INSURED BY ANY FEDERAL
GOVERNMENT AGENCY
. NOT GUARANTEED BY THE BANK
. MAY GO DOWN IN VALUE

   




 
 
 
 
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