Working with Clients Throughout Their Financial Lives
At CVinvestments, we understand how overwhelming it can be to stay-up-to-date with the latest investment opportunities and adjust your financial objectives, all while enjoying your passions in life. We are here to work closely with our clients, serving as a trusted partner they can rely on for recommendations, guidance, and education regarding their personal finances.
We work with individuals, families, and business owners in every aspect of their financial lives. We help parents plan for college, investors build their portfolios, and couples prepare for retirement. With the goal of building long lasting relationships with our clients, we provide personal service with individualized care. With every client we work with, our goal is to help them pursue financial independence.
Our firm is a division of Cumberland Valley National Bank, a community bank that has been serving Kentucky for more than 100 years. We strive to instill in our clients the same level of trust and care.
We believe that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial path. Whatever your financial concerns may be, we can help. If you have any questions about your current financial situation or wish to schedule an appointment, contact us today.