Kestra Investment Services, LLC

The professionals of our firm are committed to helping you reach your financial goals. By operating beside Kestra Investment Services, LLC (Kestra IS), we obtain quick access to a wide range of high quality products and cutting edge technology that will help us provide you with the financial services you deserve.

Because Kestra IS supports independent financial professionals in an environment free of the pressures of having to offer proprietary products, our professionals have the freedom to choose investment vehicles that can help meet your unique financial goals. 

When we recommend an investment option to you, we do so in the context of all your planning and product decisions. Because Kestra IS provides innovative tools to help us link your planning data to our sophisticated financial planning, and investment and wealth management resources, we can give you more personalized advice.

The professionals of our firm operate independently, but have access to Kestra IS nationwide network of firms - firms that are specialists in estate planning, investments, wealth transfer and other advanced areas of financial planning. Here are some of the investment solutions that we can bring to you through our association with Kestra.

  • Alternative Investments
  • Banking Services
  • Bonds
  • Education Savings Plans
  • Equities
  • Fixed Products
  • Mutual Funds
  • Industry-Leading Research
  • Retirement Services
  • Trust Services
  • Variable Annuities
  • Variable Life