Graham Savings and Loan, SSB is providing the information below as a courtesy to our customers.
We do not provide investment advice to our customers.
You should always seek the advice of a professional in the area of investing.
Corner Post Financial Planning proudly offers comprehensive financial planning services through its location inside Graham Savings’ main location in historic downtown Graham. Corner Post Financial Planning offers these services through Investment Centers of America, Inc., a leading full-service financial firm providing clients convenient access to financial advice and planning.
Financial Advisor Jodie Barnes is committed to helping you pursue your financial goals.
Some services offered by Corner Post Financial Planning include:
- Comprehensive Portfolio Evaluation
- Financial Planning
- Retirement Planning
- Education Planning
- Estate Planning
- Mutual Funds
- Corporate Bonds
- Municipal Bonds
- Government Securities
- Tax Reduction Strategies
- Variable Annuities
- Fixed Annuities
- Life Protection
- Disability Protection
Whether you are a current investor or looking to invest for the first time, Corner Post Financial Planning has solutions for every stage of life and can help you design a program tailored for your individual needs.
To learn more about investing in today’s markets, visit www.cornerpostfinancial.com.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Corner Post Financial Planning or Graham Savings & Loan. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
- Representatives of a registered broker-dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements or and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.