Denise Martz, CFP® is a Certified Financial Planner™ Professional with Investment Centers of America, Inc. and can offer investment recommendations and ongoing account monitoring to help support your financial strategy. Denise has years of experience and modern technology to help you make informed decisions about the various non-deposit investment opportunities available to you:
- 401K Rollovers
- Mutual Funds
Contact Denise at 970-292-0115 or by firstname.lastname@example.org.
Click here to leave the Advantage Bank site and visit Investment Centers of America, Inc. to learn about non-deposit products and services.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Advantage Bank. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a Registered Broker-Dealer (“BD”) or Registered 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, 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 individual responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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