Hometown Banking for Generations
INVEST Financial Corporation
Charlotte State Banc Investor Services is proud to provide access to the products and services of INVEST Financial Corporation, located at Charlotte State Bank. INVEST Financial Corporation, member FINRA, SIPC, is one of the nation's leading firms providing bank clients with financial advice and carefully researched investment recommendations. As a full-service company, INVEST is prepared to handle many of your financial needs including:

  • Annuities
  • College Funding
  • Financial Planning
  • Government Securities
  • Life Insurance Needs Planning
  • Municipal Bonds
  • Mutual Funds
  • Pension Planning
  • Portfolio Evaluation
  • Retirement Planning
  • Retirement Plan Distribution Options
  • Unit Investment Trusts

The INVEST Center is commited to meet the complete financial needs of its clients through the availability of a variety of services and products. We are proud to have available the services of INVEST Financial Corporation and recognize their distinguished expertise in providing comprehensive investment alternatives.

Our INVEST representatives welcome the opportunity to meet with you and discuss your financial goals and together decide upon the investment strategy that is right for you.

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered investment advisor, is not affiliated with Charlotte State Bank or Charlotte State Banc Investor Services. Securities, advisory services and insurance products are offered through INVEST and affiliated insurance agencies and · are not insured by the FDIC · are not a deposit or other obligation of or guaranteed by any bank.· are subject to risks including the 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
    1. satisfy the qualification requirements of, and are approved to do business by, the state; or
    2. 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
    1. effecting, or attempting to effect, transactions in securities; or
    2. rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy
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