Jovia Investment Services
Plan your financial future
Partner with professionals to plan your financial future, then set your plans in motion. We are here to help you live the life you want to lead. Come see one of our well-qualified, fully-registered Jovia Investment Services™ representatives and get a no-obligation financial consultation and learn about your investment and insurance options.
Benefits of Investing with Jovia
Get personalized guidance
Work one-on-one with a financial advisor to assess investment opportunities that align with your goals so you can earn more and lead in life.
Plan for retirement
Navigate the road to retirement with personalized guidance on 401(k) pension rollovers.
Prepare for a rainy day
Plan for a future beyond your own with personalized life insurance plans that will ensure that the people you love aren't financially burdened when you're no longer able to provide for them.
Check our broad range investment products and services:
- 401(k) pension rollovers
- Investment and retirement planning
- Retirement and IRAs
- Rollover/IRA transfers
- Fixed and variable annuities
- Mutual funds
- Life insurance
- Long-term care insurance
- Wealth management
Meet our Advisors
Want to get to know our advisors? You can view their profiles below.
Check the background of our investment professionals on FINRA's BrokerCheck.
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into the right strategy for you.
Financial Services Industry 6+ years in Banking and Investment Services
Life, Health and Annuity Licensed
Comprehensive Financial Guidance
Tax-advantaged Investment Planning
Insurance products are offered through LPL or its licensed affiliates. Jovia Federal Credit Union (JFCU) and Jovia Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Jovia Investment Services, and may also be employees of JFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of JFCU or Jovia Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (depends on advisors): CA, CT, DE, FL, GA, HI, ID, MD, MI, NV, NJ, NY, NC, OH, PA, RI, SC, TX, VA,WA, WI. Securities and insurance offered through LPL or its affiliates are:
Jovia Financial Federal Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosure... for more detailed information.