Broker Check

By using Schwab as primary custodian, PlanVest Financial has access to a wide range of investment choices and services that help us serve our clients, including:

  • Full range of alternative investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

These are all key components that provide a strong foundation for PlanVest Financial to focus on what really matters – our clients and their families.