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Core Values

Our Mission:
To improve lives through innovation in research, education, and service.

Our Values:
Integrity
Teamwork
Innovation
Excellence
Leadership

Our Vision:
Working as a team, together with our clients, we will shape the future of the workplace by creating, disseminating, and applying new knowledge, by personalizing service delivery to Institutions and their Employees.

INVEST Financial Corporation (INVEST), Member FINRA/SIPC, a registered Broker Dealer is not affiliated with One-Point-of-Contact. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. Advisory services are offered through INVEST. INVEST does not provide tax or legal advice.

Important Consumer Information: This site is for informational purposes only and is not intended to be a soliciation or offering of and security and; 1. Represenatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the represenatitives 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. 2. Representatives of a BA or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.