Company Description

Why deal with Innovex Financial Services instead of your local bank?
1) We own this business, and our multi – generational team will be here for a long time. We don’t have quotas to meet, and we don’t get transferred from branch to branch. And as independents, we are not tied to any one company or product, so we can shop the market to find the very best solutions for your goals and risk tolerance. And we can show you options that you may not even be aware of.
2) Our client service is second to none. We pride ourselves on the fact that you will hear from us on a regular basis in good times and bad. We generally touch base with our clients every six months and at least annually we expect you to meet with us to up-date and review your situation.
3) We will create a financial plan for you, at no cost to you, and tailor our solutions to your unique situation. And, we’ll tell you exactly where you are now, and exactly what you need to do to reach your goals.
If you are not happy with the returns that you have seen on your investment portfolio, we would like to sit down with you and have a conversation.

Products & Services

Insurance services ,   Investment advice ,   Retirement Planning ,   Risk Management ,   Financial Planning