Your Community, Your Values, Your Bank.

Investments

Jon Robertson

Registered Representative, INVEST

Steve Ruckert, CLU

Registered Principal, INVEST

Products offered are securities and services through INVEST Financial Corporation, member FINRA & SIPC.

A Full Service Investment Center

Whether you are just getting started or rolling over an existing 401(k), take steps to a successful retirement or simply start making investments for your future.

Call Jon Robertson for an appointment at:
931-728-3381 or 1-800-264-0810
Click here to email - jon.robertson@investfinancial.com

INVEST Financial Corporation's Privacy Policy

Securities and advisory services are offered through INVEST Financial Corporation, (INVEST) a registered broker/dealer and investment advisor. Insurance is offered through affiliated insurance agencies of INVEST.

INVEST is not affiliated with Peoples Bank & Trust Co. of Manchester, TN

Securities, services and insurance including annuities and mutual funds are:

  • Not a Deposit - Not FDIC Insured - Not Insured by any Federal Government Agency
  • No Depository Institution Guarantee - May Lose Value including possible loss of principal amount invested.

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

Registered representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.

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 provided herein.