Meeting all of your family’s financial needs…
Currituck Investment Professionals
At The Bank of Currituck our number one priority is very simple: To help you achieve your financial goals. We hold true to the community bank approach; we know our customers by their names and faces.
Currituck Investment Professionals now provide our clients a broad range of investment products and financial services, including but not limited to:
Financial Planning
Retirement Planning
Insurance Products–Life, Disability and Long Term Care
Fixed & Variable Annuities
Mutual Funds
Stocks & Bonds
Small Business Investment Services
Trust Services
Options, including covered call strategies
The keys to financial success are understanding and implementation. According to leading investment analysts, one of the best ways to reduce volatility is through asset allocation. At Currituck Investment Professionals we will review your current investments, your personal financial objectives, your tolerance for risk and your investing timeframe. Together we'll make sure you're headed in the right direction.
We invite you to a complimentary financial consultation.
Available at all Bank Locations:
Bill Hannan, Financial Consultant
Phone 252-435-6331
Fax 252-435-6555
Email bill.hannan@invpro.com
Direct login to you Investment Accounts: http://www.invpro.com
Securities & Advisory Services offered through Investment Professionals Inc. (IPI) A Registered Broker Dealer, Registered Investment Advisor & member of FINRA & SIPC. Not insured by the FDIC, or any other agency of the government. Not deposits or other obligations for the bank or guaranteed by the bank. Involve investments risks, including possible loss of principal amount invested. More information available at www.sipc.org.
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