General Overview:
BestVest was founded in 1995 in the belief that everyone can
benefit from good advice and friendly service to further meet
their financial goals, regardless of their net worth and investment
experience. We started our business primarily serving credit
union members and their families in the Midwest. From this beginning,
BestVest now serves retail customers nationwide and institutional
customers worldwide. We have the latest in technology for on-line
investors coupled with an experienced staff of trained professionals
offering common sense financial guidance to those who need it.
BestVest is independently owned and offers only independent
investment products.
Locations:
Main Office:
18000 Vernier Road
Harper Woods, MI 48225
1-888-245-5930 |
Discount Brokerage Office:
600 North Jackson St.
Suite 305
Media, PA 19063
1-800-434-1776 |
Sales Offices:
Bala Cynwyd, PA
Baltimore, MD
King of Prussia, PA
Media, PA |
Investment Products:
Stocks and Bonds
Mutual Funds
Equity and Index Options
Fixed and Variable Annuities
Unit Investment Trusts
Life Insurance
401k, IRA and Keogh Accounts
Section 529 Accounts
Automatic Dividend Reinvestment
Periodic Systematic Investing
Cashless Employee Stock Option Exercise
|
Investment Services:
Customized Retail Investment Programs for Credit Unions
and Banks
Online Investing and Research
Full Service Investing
Complete Financial Planning
Educational Planning
Retirement Planning
Financial Aid Counseling
Educational Seminars
|
Members:
- National Association of Securities Dealers ("NASD")
- Securities Investors Protection Corporation ("SIPC")
- Municipal Securities Rulemaking Board ("MSRB")
As a member of SIPC, BestVest brokerage accounts are protected
up to $500,000, including up to $100,000 in claims for cash.
Also, Fiserv Securities has been obtained private insurance
that may provide total protection up to $100,000,000 per account.
For More information about BestVest,
please feel free to contact James W. O'Connor, President in
our Media office or email jim@bestvest.net.
