Langley Investment Services
Securities and insurance products offered by Cetera Investment Services, Inc.
By making investment advice available, we've simplified investing, saving you time and money. You'll get objective investment advice on:
- Retirement Planning
- College Planning
- Estate Advantaged Investing
- Tax-advantage strategies
- Asset Management
- Financial Planning
We make available products such as mutual funds, bonds, government securities, and annuities to assist you in achieving your goals. We also make available investment adviser respresentatives** to assist you with your financial planning needs. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest advisory services agreement and Disclosure Brochure, as provided.
What makes Langley Investment Services different from the rest?
Over time, you may find your current advisor losing that personal touch. Our first priority is providing world-class service to you. We accomplish this by doing our homework, and then some. We start with a due-diligence process, whereby we carefully select the highest quality investment products suitable to your needs. We make careful choices and narrow the vast list of products - mutual fund and insurance companies - to help you select a product that is most suitable for you. We customize your investment plan and take time to truly know you. And most importantly, we maintain the personal touch.
Your Personal Investment Adviser Representative
To make wise investment choices you need to know about tax laws*, current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many people, committing that kind of time to research isn't possible. That's where we can help. With products available through Cetera Investment Services, an independent, registered broker–dealer, our experienced and registered team of Investment Adviser Representatives** will work with you to create a personal investment strategy to help you reach your financial goals — whether you are saving for retirement, funding a college education, or developing a well-rounded portfolio.
* For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.
** Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Securities, insurance products and advisory services offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.