Investment Advisory Services
At Kish Financial Solutions, investment advisory services are an educational process. When we meet with our clients, we listen first—then we educate and offer up an investment strategy that’s highly tailored to your personal needs. It’s truly what sets us apart from other financial professionals.
Through active listening, we’ll gain a solid understanding of your investment philosophy, short-term and long-term goals, and your comfort level between balancing the risk of loss and the opportunity for gain on your investments. Using a flexible service-based model, we can leverage a wide range of products and services to create a strategy designed to meet your objectives:
- Financial Goal Setting
- Portfolio Analysis
- Investment Advisory Services
- Education Funding Strategies
- Roth & Traditional IRA
- Employer Sponsored Retirement Plans — 401(k), 403(b), etc.
Our dedicated investment advisors are ready to listen and design a strategy in line with your goals. Start the conversation with us today.
Disclosure
Not a bank obligation. Not FDIC insured. Not insured by any federal government agency. Not guaranteed by any bank. May go down in value.
Kish Bank receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), MML Bay State Life Insurance Company (MML Bay State), C.M. Life Insurance Company (CM Life) and MML Insurance Agency, LLC (MMLIA). As a result, Kish Bank has an incentive to refer clients to MMLIS and its representatives.
For the products and services offered through MMLIS, Kish Bank with 82.5% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MML Bay State and CM Life, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.
Click here to view state licensing information.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. Kish Bank and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Kish Bank is not a subsidiary or affiliate of MML Investors Services and is not a current client. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111) or its affiliated companies.
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
CRN202606-4422058
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