Andrew Kolowich, Sugar Murphy ChFC, Steven Hurst, CFP ®

OUR COMMITMENT TO YOU 

Our clients’ interests come first. By serving them well we will also succeed.

PERSONAL SERVICE
We believe our clients are entitled to the professional and personal advice of Investment Representatives whose philosophy and style of doing business are compatible with their own.

STARTING THE PROCESS
We like to begin each client relationship with a personal plan designed to identify long-term goals, as well as a strategy for implementing their plan.

FULL DISCLOSURE
We believe it is important to inform our clients of the costs and benefits of working with a professional investment representative at INVEST Financial Corporation.

HELPFUL RECOMMENDATIONS
We seek to make financial recommendations that are consistent with our clients’ financial circumstances, risk tolerance, and on track with our clients’ longterm goals.

 


Through all of the market ups and downs, we strive to provide quality service, quality financial advice with integrity to help our clients reach their financial goals.