Investment Services

North Valley Bank Investment Services

THE IMPORTANCE OF INVESTING

You’ve worked hard for what you have and deserve to have the future you want. Your financial future depends in large on decisions you make today. When you take the time to build a financial plan you are taking the first step in achieving your goals, and we will be there with you every step of the way.

Why Invest

Securing Your Future

Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving the retirement you have dreamed of. It could help maximize the chances of meeting the objectives in your financial plan that best aligns with your financial goals.

Regardless of the state of your current financial picture, it’s a good idea to review your financial plan and understand how it relates to your financial goals while being aware of the options you can take to support your financial well-being.

WHY HAVE A FINANCIAL CONSULTANT?

Having the support and knowledge of a Financial Consultant may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the process and help you navigate through the steps you should be taking that best align you to reach your financial goals. You may even discover new opportunities that you didn’t think of or better understand the ones you do have and how you can improve them to better fit your specific needs.


PRODUCTS + SERVICES

investment accounts

Finding the right plan for your needs.

  • FIXED INCOME
  • RETIREMENT PLANNING
  • PRIVATE ASSET MANAGEMENT
  • EDUCATION PLANNING
  • ALTERNATIVE INVESTMENTS
  • LEGACY 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
       - Long-term care insurance

OUR TEAM

CALL TODAY TO SCHEDULE YOUR COMPLIMENTARY CONSULTATION

We invite you to contact or visit our knowledgeable financial consultants at one of our local banking locations at no cost to you. They will answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level.

Marc Carpenter - Registered Investment<br />Advisor

Marc Carpenter

Registered Investment
Advisor

Telephone:
740-450-2265
E-mail:
mcarpenter@invpro.com
Bryan Bonkowski  - Buckeye Lake Office<br />Financial Consultant

Bryan Bonkowski

Buckeye Lake Office
Financial Consultant

Telephone:
740-527-2244
E-mail:
bbonkowski@invpro.com

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 and SIPC. The investment services offered by IPI are in no way affiliated with or offered by North Valley Bank, nor is North Valley Bank a registered broker/dealer. Customers work solely through IPI with respect to their investments, 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 and 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 principle amount invested.