Bankoh Investment Services
Navigate your financial future with confidence with investment strategies and services from a name you can trust.
The Importance of Financial Planning
Meet Chris Otto, a financial adviser and leader in Bankoh Investment Services, who has first-hand knowledge of the importance of financial planning.
Personalized solutions for every need.
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. We call our process ‘navigation’ because our expert investment specialists thrive on charting the course to success for our clients.
Start with discovery
Every relationship starts with a discovery process to understand your needs, goals and priorities. Then, we’ll work to develop a financial plan that aligns with your overall wealth plan which we’ll regularly review to ensure we’re meeting your current needs and on track to your future goals.
Visit FINRA’s BrokerCheck to learn more about our firm and financial professionals.
Please review our Customer Relationship Summary which contains 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.
Get More with Bankoh Investment Services
Build a financial plan
Build a financial plan
A financial plan helps you define your needs and goals—and helps set the course to reach them. Schedule a free consultation with a financial advisor
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Investment strategies
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Insurance policy analysis
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Retirement planning
Grow your wealth
Grow your wealth
To learn how we can help you grow your wealth, schedule a free consultation with one of our financial advisors today. Learn more
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Investment strategies
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Market monitoring
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Risk tolerance exploration
Protect your assets
Build a financial plan
Protect your future and the people you love the most. To schedule a free insurance analysis, talk to a Bankoh financial advisor today. Learn more
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Life insurance
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Disability Insurance
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Business Insurance
Thought Leadership & Insights
Explore market information and expert insights from our strategists and advisors.You're about to exit BOH.com
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