Investments Talk to Us Today

  1. 401(k) Rollovers – Explore a variety of solutions for 401(k) management.
  2. Wealth Management – Choose from stocks, bonds, mutual funds, and more.
  3. Retirement Planning – Plan your income for the rest of your life and beyond.
  4. Portfolio Reviews – Avoid investment pitfalls with the guidance of our licensed and/or securities registered and trained staff.
  5. Wealth Protection – Insure your assets with professional guidance and the best strategies available.
  6. Tax and Estate Planning
  7. Small Business Retirement Plans – Enjoy a complete review and customization of a retirement savings plan for you and your employees.
  8. Educational Planning – Fund an education through savings plans such as: 529 educational savings plans, Coverdale IRAs and UTMA/UGMA accounts.

Contact First Advantage Investments

Jeannette M. Williams
Investment Executive
Registered Representative of INVEST Financial
931.920.1533
jeannette.williams@investfinancial.com

 

INVEST Financial Corporation, member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with First Advantage Bank or First Advantage Investments. Products offered are: •Not FDIC Insured •Not a deposit or other obligation of or guaranteed by any bank •Subject to risks including the possible loss of principal amount invested. INVEST Financial Corporation's Privacy Policy.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link herein.

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 of 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 of IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involved (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.