Business Investing

Planning for the financial future of your business and employees.




RETIREMENT PLANNING

  • Dedicated Financial Consultants.
  • Variety of Business Retirement Plans to choose from.
  • Free, no obligation consultations.
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INVESTMENT SERVICES

  • Stocks & Bonds.
  • Mutual Funds.
  • Annuities.
  • Enhanced Cash management Solutions.
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SUCCESSION PLANNING

  • Succession Planning.
  • Key Person Life Insurance.
  • Group disability and long term care.
  • Other Planning Strategies available.
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WEALTH MANAGEMENT

  • Cash Management Products.
  • Charitable Giving.
  • REITS.
  • VISTA Mutual fund wrap.
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Registered representatives of INVEST Financial Corporation, member FINRA / SIPC, and affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named. Products and services offered through INVEST are: *Not NCUA insured *Not guaranteed by any Credit Union *May lose value including loss of principal.

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.

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

INVEST Financial Corporation’s Privacy Policy

Contact Us

Contact a Bethpage Investment Strategies representative today to schedule an appointment:

800-628-7070 prompt 8, 6993

Meet the BIS Team