3402 Bemiss Road, Valdosta, GA

Contact Information

Intervest International, a Registered Investment Advisory Firm, provides comprehensive financial planning services to active/retired military and federal employees.  Services such as investment planning, estate planning, life insurance, long term care and cash management are some of our areas of speciality.  We serve the Moody AFB, Lowndes County Georgia and The City of Valdosta.

Investments and advisory services offered through Intervest International Equities Corp.,Broker/Dealer, member FINRA/SIPC. 

Offering Advice Since

1995

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management 

Licenses, Certifications, Education, and Affiliations

Designations:  Investment Advisor Representative
Insurance Licenses: Life, Health, Variable products/Annuities  
Security Licenses:  Series 6, 63, 65
Investment Advisor Registration: FINRA 
Education:  Bachelor of Science in Finance,  Florida State University 
Associations & Affiliations:  Financial Planning Association

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Intervest International Equities Corporation
 

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