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Brokerage – For self-directed investors, the CoreFirst Investment Management Group can help you save substantially on the commissions charged by full-commission brokers on your stock trades through our Discount Brokerage Services. Experienced representatives provide prompt execution of your transactions; and you save because you don’t pay for services you don’t use.
Our brokerage service is a member of the Securities Investors Protection Corporation (SIPC), which protects your account up to $500,000.00
Trust and Investment Management Accounts – Investment Management Accounts (IMA) can be set up right away. Trust Accounts are set up once a trust document is signed with CoreFirst Bank & Trust named as Trustee.
Services are offered by, and Financial Advisors are registered with UVEST Financial Services, member of NASD/SIPC. UVEST and CoreFirst Investment Services are independent entities.
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| Not A Bank Deposit | Not FDIC Insured | May Lose Value | | Not Insured By Any Government Agency | Not Bank Guaranteed |
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