Bankoh Investment Services

Plan for the future with the people you trust.

Bankoh Investment Services

Financial advice from a name you can trust.

When it comes to planning for your financial future, there is no such thing as one-size fits all. At Bankoh Investment Services, we take the time to get-to-know you and understand your financial needs and goals. Our local team of experienced financial advisors will work with you to develop a customized financial plan tailored to help you achieve your dreams.

Bankoh Advisors

Personalized solutions from the people you know

When it comes to long-term financial planning, it’s not just how you get there, but who guides you along the way.

Financial advisors
For every need

Plan your savings

Everyone needs a financial plan. A roadmap that helps you define your needs and goals and then helps you set a course towards reaching them. So make a plan to have a plan. Schedule a free consultation with one of our Bankoh financial advisors today.

Grow your wealth

There are many strategies that long-term investors can use to build wealth. The key is knowing which one is right for you and your tolerance for risk. At Bankoh Investment Services, our advisors will help you choose the investment strategy that not only helps you meet your financial goals, but with the risk tolerance that also helps you sleep better at night. To learn how we can help you grow your wealth, schedule a free consultation with one of our Bankoh financial advisors today.

Achieve your goals

Retirement doesn’t mean what it used to. Today, retirees are healthier, more vibrant and live longer than ever before. Let our financial advisors help put you on a path to a financially secure retirement and help you leave your loved ones a lasting legacy you can be proud of. To find out if you’re on the road to a secure retirement, schedule a free consultation with one of our Bankoh financial advisors today.

Protect your assets

The more you have, the more you need to protect it. At Bankoh Investment Services, our financial advisors will work closely with you to create a plan that protects you and the people you love the most. To schedule a free insurance analysis, talk to a Bankoh financial advisor today.

We’re here to discuss your future

Visit FINRA’s BrokerCheck to learn more about our firm and financial professionals.

Please review our Customer Relationship Summary which important information about our firm, including fees, costs, conflicts of interest, and the services we offer that can help you decide if we are right for you.

We call our process navigation

Step 1
Discover & Listen

We start every relationship with a discovery process to better understand your unique needs, goals and priorities.

Step 2
Educate & Inform

Together, we discuss your objectives and provide you with the financial knowledge to ensure that you have a clear understanding of options available to you.

Step 3
Advise & Guide

Once we have set a strategic course based on your risk tolerance and time horizon, we provide you with actionable steps to help you achieve your objectives.

Step 4
Assist & Implement

We set your plan in motion and begin the journey towards making your vision of financial success a reality.

Step 5
Monitor & Maintain

Every financial strategy needs regular monitoring and potential course correcting. That’s why your Bankoh financial advisor can meet with you regularly.

Step 6
Adapt & Adjust

As your life and needs change, we are always available to advise and help you navigate your next steps.

Our team of experienced financial advisors are ready to help.

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