Broker Check

MODERN SOLUTIONS

Primary Custodian

Primary Custodian

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.

PLATFORM AND BENEFITS

Security

Security

Schwab safeguards client accounts through advanced technologies, business practices, and oversight.

Efficient Reporting

Efficient Reporting

Receive monthly statements on your investment performance through your online portal or delivered to your home. 

Wide Range of Investments

Wide Range of Investments

Our wide selection of investment options provides you with the right choices to build a diversified portfolio and reach your goals.

NO COST CONSULTATION

HAVE  A QUESTION?

Thank you!
Oops!