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1721 Nicholasville Road
Lexington, Kentucky 40503
859.268.1189
whitney.greer@ceterais.com
   
  

The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

A Full Service Investment and Wealth Management Firm Serving Kentucky

A solid financial strategy is one that can grow with you through the many milestones of life. At CVinvestments, we strive to develop a comprehensive financial and investment strategy for clients that is customized to meet their unique needs. Our clients trust us to provide objective advice and recommendations and we do not take this responsibility lightly. We offer a full range of services and a toolkit of resources designed to help clients make informed decisions and feel confident in their financial future.

A division of Cumberland Valley National Bank, we work with a number of clients throughout Kentucky, including Lexington, London, Corbin, Williamsburg, Somerset, Richmond, and Berea. Wherever you are in life - whether you’re expanding your family, changing careers, or entering retirement - we seek to guide you through life’s transitions.

Helpful Content

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Long-Term-Care Protection Strategies

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Using smart management to get more of what you want and free up assets to invest.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Investments

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A New Way to Look at Your Bucket List

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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