At Central Valley Community Bank our wealth management division, Central Valley Investment Services (CVIS), is dedicated to helping our clients achieve their financial goals now and for the future. We believe that there are many ways to achieving investment success. Our financial advisors are dedicated to listening, understanding, and providing innovative solutions to help you start building your investment portfolio, or conserve what you’ve already grown over time, all while helping you prepare for your future either personally or in your business.
Our experienced financial advisors are committed to your satisfaction and it’s both their priority and their privilege to help you manage your investments as a partner for life by providing a broad range financial planning services.
|Financial Planning Services
- 401K Plans - Group, Owner and Individual Plans
- Executive Benefits
- Employee Retirement Plan Programs
- Defined Benefit Pensions
- Third Party Administration (TPA) Partnerships
- Income Tax Awareness
- Insurance and Annuity Services
- Risk Management
California Insurance License #0806649
Serving Fresno County
California Insurance License #0D11400
Serving the San Joaquin Valley and Greater Sacramento Regions
Important Consumer Information:
Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Central Valley Investment Services and Central Valley Community Bank are not registered broker/dealers, and are independent of Raymond James Financial Services.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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