Bestvest Investments

read moreBestVest Investments was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.

read moreYou've worked hard to build a sound financial future for yourself and family, but now it's time to consider management and protection of your wealth for current and future generations. Preserving and allocating assets for future generations is not only a serious matter, but also one that requires planning and professional assistance. Taxation from estate and gift taxes can take up to 60% of the estate's value. Appreciated assets, retirement plan funds, and certain other investments might also face income taxation upon your death.

read moreFinancial Planning encompasses the comprehensive treatment of estate planning strategies, income, expenses, assets and liabilities, stock options, and federal and state taxes over the life of an investor. For such important work, you need a dedicated and trusted consultant who will work with you in a relationship based on trust and confidence to show you how to reach your goals for retirement, college, and more. Your BestVest financial consultant has access to a suite of financial planning tools to help them best serve you, no matter how diverse your needs.

read moreWealth management necessitates an all-inclusive approach and a comprehensive view. A full assessment of your current financial well-being and plans for the future is needed. This includes family and business needs, current tax laws, charitable desires, long and short term financial goals, and more. You've spent your whole life creating and growing your wealth, and you need to make sure your wealth is protected, distributed, and transferred properly. As your wealth grows, the financial challenges you face become increasingly complex - we can help you sort through the complexity.

read moreThe BestVest Insurance program offers a full range of insurance products and services including, Long-Term Care, Disability, Term and Permanent Life insurance from many carefully chosen insurance providers. Term life insurance is designed for cost conscience investors and is the most cost-effective form of life insurance. It is generally used to provide basic protection for a specified period of time. While cost-effective, term life insurance owners accumulate no cash values in their policies. As long as one pays one's premiums on time, permanent life policies provide coverage for the insured person's life.

read moreBestVest's Asset Management investment solutions are delivered through a comprehensive range of products and strategies that includes mutual fund wraps, multi-strategy accounts, and separately managed accounts. Underlying our offerings is a commitment to providing consistently superior investment management. We believe that consistency - in the investment processes, research, performance, and client services - are the foundation to superior asset management. BestVest, as a Registered Broker/Dealer and Investment Advisor, utilizes a variety of money managers for investment solutions.