Rock-paper-scissors is not the best way to decide where to invest your hard earned money. Our Tampa Bay Financial Advisors Program – through INVEST Financial Corporation, offers our members a full array of investment options.
Helping you plan for life, our experienced professionals listen to your needs and help you make suitable financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions regarding:
- Retirement Planning
- Rollover (Drop, 401K, 457, TSP, Deferred Compensation)
- Wealth Management
- Mutual Funds
For a free consultation contact Aaron Weinstock:
- By email: firstname.lastname@example.org
- By phone: (813) 383-2321 and speak with, Aaron Weinstock*, a CERTIFIED FINANCIAL PLANNER™.
- Or, visit our Ybor Heights Service Center (3815 N. Nebraska Ave., Tampa, FL 33603)
* Aaron Weinstock is an Investment Advisory Representative of INVEST Financial Corporation, member FINRA/SIPC.**
INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with The Tampa Bay Federal Credit Union or Tampa Bay Financial Advisors. Products offered are:
Not NCUA insured
Not Credit Union Guaranteed
May lose value including loss of principal
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 or, and are approved to do business by the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives or 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) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.