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Home > Business Banking > Wealth Management > InvestorServices
  • InvestorServices

    Steve Green

    Steve Green

    • Customized Service: We take personalized service to the next level by matching you with a personal financial advisor whose philosophy and style of doing business are consistent with your own.
    • Respected Professionals: We are conveniently located in your community, but we maintain a personal working relationship with Wall Street professionals who add valuable insight and expertise to the advice we provide you.
    • Financial Planning: Getting to know you and your long-term goals is one of our priorities. Working together, we will develop a strategy designed to match those goals with a customized personal financial plan.
    • Financial Tools: Your personal financial advisor will help you select from a wide variety of financial tools, including mutual funds, unit investment trusts, fixed and variable annuities, stocks, bonds, long-term care insurance and Individual Retirement Accounts.
    • Business Retirement Plans: From simple IRAs to more advanced company plans such as 401(k)s, we offer retirement plan solutions designed to specifically meet the needs of your company.
  • InvestorServices investment professionals are registered representatives of INVEST Financial Corporation (INVEST), member FINRAicon-External-Link  /SIPC icon-External-Link. INVEST and its affiliated insurance agencies offer securities, and certain insurance products.  INVEST is not affiliated with Ozark Mountain Bank or InvestorServices. Products and services offered through INVEST are •Not FDIC insured •not guaranteed by any bank •may lose value.

    INVEST does not provide tax or legal advice.

    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.

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