Help Center
Weekly Market Commentary
  Access your Full Service Account  
  Contact Investment Strategies   


Full Service Investing
 
 

Wading through investment options can be overwhelming. You know you have to start - but where to begin? Why not seek the direction and advice of an investment professional?

The representatives at Bethpage Investment Strategies are available at most branch locations and are trained to develop financial plans to meet the needs of their clients including:

  • Portfolio reviews, analysis, and assessments
  • Asset allocation strategies
  • Financial planning
  • Investment strategy development
  • Pre- and post-retirement planning
 
     

Contact Bethpage Investment Strategies for a FREE portfolio review and analysis.

Call us at 1-800-628-7070, prompt 8, 6993 | Fax 1-866-296-4772 or click here to send an email.


Registered representatives of and securities, insurance products and advisory services are offered through INVEST Financial Corporation, member FINRA / SIPC, and affiliated insurance agencies. INVEST is not affiliated with other entities named. Products and services offered through INVEST *Are not NCUA insured *Are not guaranteed by any Credit Union * May lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice.

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) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Privacy Policy   :::  Security Statement   :::  INVEST Financial Corporations Privacy Policy