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At Stock
Exchange Financial Services, we are
committed to helping our clients turn
their aspirations and financial dreams
into realities. Our dedication is
firmly rooted in our goal to provide
high-quality, comprehensive financial
services in an atmosphere that allows us
to get to know you better – your family,
your business, your financial goals and
your investment needs.
Through our
partnership with UVEST Financial
Services, our clients have access to a
wide array of financial and wealth
management solutions, including services
such as professional money management,
retirement and education planning, and
investment products including stocks,
bonds, mutual funds, annuities and
insurance products. UVEST is a leading
provider of investment and insurance
programs to financial institutions
across the country, and is a registered
broker/dealer and a FINRA member firm.
Our
financial consultant, Greg Covalt, is
ready to help you, wherever you are on
your financial path. As tools, he uses
insurance, investment products,
retirement plans and financial
planning. Greg promises, “No one
outside your family will care more than
I about helping you reach your financial
goals.”
Meet with
Greg at the Main Bank at 10th
and Texas, or make an appointment at our
Downs Branch at 906 Downs, or our West
Branch at 3401 Oklahoma Avenue. You can
also contact Greg by calling
(580)571-3014 or by email at
greg.covalt@uvestmail.com.
Reasons why
you need Greg Covalt as your financial
consultant:
1.)
To help you
develop a realistic financial plan and
review it annually;
2.)
To help you
stick to your plan in market ups and
downs;
3.)
To work with
a real person who knows you and
understands your personal financial
goals;
4.)
For access
to advice, knowledge and experience;
5.)
For
professional advice through your life’s
changes;
6.)
For
professional insight into taxable,
tax-advantaged*, and tax-deferred
investments, long-term care insurance,
disability insurance, life insurance and
financial planning.
Call Greg
today for the best service and for
answers to your questions about
financial matters.
Securities are offered by, and
Investment Consultants are registered
with UVEST Financial Services, member
FINRA/SIPC. UVEST and The Stock Exchange
Bank are independent entities.
|
Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
FINRA
(www.FINRA.org)
SIPC
(www.sipc.org)
