Investment Financial Services, Inc.is a boutique wealth management firm providing comprehensive wealth management services with an added specialization in retirement account accumulation and distribution. Clients are primarily individuals aged 55+ with investable assets of $500,000 or more and a net worth in excess of $1,000,000.
We promise to:
- Put your interests first at all times.
- Provide complete solutions for your financial lifestyle needs, both for today and all of your tomorrows.
- Manage your investments with a prudent long-term perspective and with the goal of providing a successful investment experience.
- Adhere to the highest standards of ethical behavior and fiduciary responsibility.
- Consistently add value to our relationship by striving to deliver outstanding performance and service.
- Communicate candidly with you about any and all risks associated with the investment process, as well as the potential rewards – always keeping these two in proper perspective.
- Maintain highly effective controls designed to protect your assets and confidential information.
- Employ and work with skilled and professional people equally committed to first-class client service.