Life Store Investments
Investment Management Company
Why pick this one
LifeStore Investments creates customized portfolios for retirement, education funding, and income goals from its West Jefferson office.
Best for
- Customized retirement investment strategies
- College education funding
- Traditional, Roth, SEP, or SIMPLE IRA planning
- 401(k) or 403(b) planning
- Clients seeking tax, estate, and insurance planning alongside investments
- Investors wanting access to Cetera Investment Management market research
Specialties
- Retirement planning
- College education funding
- Educational IRAs
- Traditional, Roth, SEP, and SIMPLE IRAs
- 401(k) and 403(b) planning
- Estate planning
- Tax planning
- Life insurance
- Disability income insurance
- Long-term-care insurance
Certifications
- Cetera Wealth Services affiliation
- Cetera Financial Group affiliation
- Pershing LLC custody services
- Cetera Investment Services IRA custodial services
- FINRA/SIPC member broker-dealer network
- SEC-registered Cetera Investment Management research and advisory support
What makes them different
- Independent business model with no sales quotas or proprietary products to push
- Customized investment portfolios based on each client's goals, personal situation, and risk tolerance
- Access to Cetera Investment Management market perspectives, portfolio guidance, and model management
- Local office at 1441 Mt Jefferson Road in West Jefferson
- Lobby hours from 8 AM to 5 PM Monday through Friday
- Serves
- West Jefferson
Distilled from this business's own website.
Contact & Location
- Address
- 1441 Mt. Jefferson Road, West Jefferson, NC
- Phone
- (336) 246-4345
- Website
- https://www.lifestoreinvestments.com/
- info@company.com
Services
- Investment management
- Financial planning
- Retirement planning
- Brokerage accounts
- IRA services
- Insurance planning
- Treasury bills and government securities