Investment Services Inc

Financial Services
Lexington KY
18 employees
Financial Services

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Company Overview

Headquarters: 1104 Tanbark Rd, Lexington KY

Website: investmentservicesinc.com

Phone: (859) 223-3318

Employees: 18

Founded in: 1999

Industry: Financial Services

NAICS Code: NAICS Code 52393 Companies

NAICS Code 52 Companies

NAICS Code 523 Companies

NAICS Code 5239 Companies

SIC Code: SIC Code 62 Companies

SIC Code 628 Companies

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Financials & Stats

Revenue

$3B

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Who is Investment Services Inc

Investment Services Inc. is a company based in Lexington, Kentucky, that has been in operation for over 24 years. The company employs 18 individuals and generates approximately $3 million in annual revenue. Investment Services Inc. provides a comprehensive suite of financial products and services, focusing on tax planning, retirement planning, and estate conservation strategies. Their aim is to simplify the complexities of investing, risk management, retirement preparation, and wealth preservation for individuals and families. Investment Services Inc. differentiates itself by prioritizing personalized guidance and education, aiming to empower clients to make informed financial decisions. They strive to build lasting relationships with their clientele based on trust and transparency. Individuals seeking to explore Investment Services Inc.'s offerings can visit their website at investmentservicesinc.com. Securities are offered through Avantax Investment ServicesSM, Member FINRA, SIPC, and investment advisory services are provided through Avantax Advisory ServicesSM.

Investment Services Inc Industry Tags

Wealth Management

Investing

Retirement Planning

Financial Planning

Disability Insurance

401(k)

Life Insurance

Sep

Simple IRA

Annuity

Business Insurance

IRA

Retirement Plans

Education IRA

Roth IRA

Insurance

Managed Account

Long Term Care

Financial Services

Financial Advisory Services

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Companies Similar to Investment Services Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Investment Services Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name	Revenue	Number of Employees	Location	Founded in
CK Financial Resources	3M	14	Colchester, VT
Newtek Business Services Inc	3M	406	Melbourne, FL	1998
Fidelity Southern Corporation	3M	1,275	Atlanta, GA	1974
Approved Credit Solutions	3M	4	Greenwood, IN	2005
Avonwick Group	3M	3	New York, NY	2007

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FAQ

What is the location of Investment Services Inc's headquarters?

The headquarters of Investment Services Inc are situated at 1104 Tanbark Rd, Lexington KY

What is Investment Services Inc's phone number?

Investment Services Inc's contact number is (859) 223-3318.

What is Investment Services Inc's official website?

The official website of Investment Services Inc can be found at investmentservicesinc.com.

What is Investment Services Inc's current revenue?

As of January 2015, Investment Services Inc's annual revenue reached $3B.

How many employees does Investment Services Inc currently have?

Investment Services Inc employs approximately 18+ people as of January 2015

Which industries is Investment Services Inc primarily operating in?

Investment Services Inc operates in the following industries: Finance, Credit

What are Investment Services Inc's industry tags?

Investment Services Inc's industry tags include: Wealth Management, Investing, Retirement Planning

When was Investment Services Inc founded?

Investment Services Inc was founded in 1999.

Employee Directory

Key Employees

Douglas Donald

Financial Advisor | Wealth Manager

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