Community First Investments is here to assist individuals and businesses in accumulating and transferring wealth, while paying special attention to the tax consequences of that action.
• Wealth Management Retirement
Planning-Personal &
Corporate
• Retirement Planning-Personal & Corporate
• Executive Compensation
• Social Capital & Estate Planning*
• Business Life, Health and Disability Insurance
• Employee Benefit Programs
• Long Term Care Insurance
• Personal Insurance Products
• Fee Based Financial Planning
• Fee Based Investments
Disclosures
Mutual funds, annuities and other investments are not insured by the Federal Deposit Insurance Corporation (FDIC); are not deposits or other obligations of the bank; are not guaranteed by the bank or any other affiliated entity; are subject to investment risk, including possible loss of principal invested; and are not insured by any federal government agency.
PrimeVest Financial Services, Inc. is an independent registered broker-dealer and a registered investment adviser. Member SIPC, FINRA.
View Primevest security policy and other important information.
*Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither PrimeVest, nor any of its representatives may give legal or tax advice. Investment representatives are registered to conduct securities business & 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 and offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
Advisory services may only be offered by
Investment Adviser Representatives in connection with an
appropriate PrimeVest Advisory Services Agreement and
disclosure brochure provided.
For more information please contact:
Community
First Investments
Daniel F. Schuette
CLU, ChFC, CRPS
555 NW 3rd St.
Prineville, OR 97754
Office: (541)416-4471
Cell: (541)771-9019
Fax (541)416-4494
Email: Daniel.Schuette@Primevest.com
Registered representative of and securities
offered through
