At Rock Valley Investment Services, we know that no two clients are exactly alike or share the exact same goals. That is why, when it comes to helping you attain your goals for your financial future, we seek to get to know you, your plans, hopes, worries and needs--before attempting to offer a strategy.
Once your unique circumstances and current investments and savings have been thoroughly assessed we will make recommendations designed to help you increase the likelihood of achieving your objectives.
NOT a deposit and NOT insured by any federal government agency. Securities are not NCUA insured, carry no credit union guarantee and may lose value.
Registered Representative of and Securities are offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC.
Rock Valley Investment Services is independent of BFCFS.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision. There can be no assurance that any specific investment strategy will be profitable. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. This material does not constitute an offer to buy or a solicitation of an offer to sell any security and is presented for informational purposes only.