All Services

We can help you build an investment strategy or help guide your current one. For more information or to schedule an appointment to speak with one of our Investment Consultants, simply call 865.425-2730.

  • Retirement Planning/IRAs
  • Tax Reduction Strategies
  • Education Planning & Funding
  • Life Insurance Planning
  • Long-Term Care Planning
  • Mutual Funds
  • Stocks, Bonds, and Annuities
  • Wealth Management Strategies*
  • 401(k) and 403(b) Rollovers
  • Investment Planning

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†Calculator results are for illustrative purposes only and are not a guarantee of investment return. This information may help you analyze your financial needs and is based on information and assumptions provided by you regarding your goals, expectations, and financial situation.

* Representatives are not tax advisors or attorneys. For information regarding your specific tax situation, please contact a tax professional. For legal questions, including those about your estate, please talk to your legal professional.

Financial Advisors are registered representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with ORNL Federal Credit Union or ORNL Investment Services . Products and services offered through INVEST *Are not NCUA insured * are not a deposit *are not guaranteed by any Credit Union * may lose value including possible loss of principal amount invested.

This website 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) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation’s Privacy Policy

Products and services offered through INVEST are: not NCUA insured,
not a deposit, not guaranteed by your Credit Union, and may lose value including possible loss of principal amount invested.

 

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