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INVEST Financial Corporation Signs Investors Bank

November 2, 2015 11:50 AM EST

TAMPA, Fla.--(BUSINESS WIRE)-- INVEST Financial Corporation (INVEST), a full-service broker-dealer specializing in developing innovative financial solutions for advisors and their clients, today announced it will provide brokerage and investment services for Investors Bank in Short Hills, N.J.

“The transition from our previous broker-dealer to INVEST was incredibly seamless and smooth, exceeding our expectations,” said Glenn Brodwater, president of Investors Financial Group. “INVEST is truly an expert in the bank space, and we couldn’t be more pleased with the level of support and service we received. We’re excited to partner with INVEST, and look forward to working together to grow our organization and take our operations to the next level.”

Originally founded in 1926 as the Washington Rock Building and Loan Association, Investors Bank holds more than $20 billion in assets. Their mission is to provide the highest quality products and services with honesty, while operating responsibly and ethically in order to promote prosperity for customers, clients, stockholders, employees and communities.

For more than 30 years, INVEST has served as an industry leader in providing brokerage services for financial institutions. The firm currently supports more than 120 banks and credit unions and more than 1,100 representatives nationwide. INVEST is a subsidiary of National Planning Holdings®, Inc. (NPH), one of the largest independent broker-dealer networks in the industry.

“INVEST continues to grow its network of banks and credit unions, and we are confident our industry experience and customer service will allow us to build a lasting relationship with Investors Bank,” said Steve Dowden, president and chief executive officer of INVEST and executive vice president of Operations for NPH. “We have the resources and technology to help financial institutions scale growth efficiently and tailor our services to their unique needs. We are pleased to welcome Investors Bank to the network and look forward to helping them develop their business.”

Financial institutions interested in learning more about INVEST can contact the firm’s Business Development Team at (800) 245-4732, option 2, or visit https://www.investfinancial.com/public/joininvest/direct.html.

About INVEST Financial Corporation

Founded in 1982, INVEST Financial Corporation (www.investfinancial.com) is a full-service broker-dealer that provides investment products and services to independent advisors and financial institutions nationwide.

INVEST’s mission is to help make its clients’ lives easier by providing exceptional service, award-winning technology and a variety of resources that enable profitable growth.

INVEST is a subsidiary of National Planning Holdings, Inc.® (NPH) – one of the largest independent broker-dealer networks in the U.S. NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®, www.jackson.com), a leading provider of retirement solutions.

About Investors Bank

Investors Bank is a full-service community bank that has been serving customers since 1926. With more than $20.4 billion in assets and more than 130 retail branches in New Jersey, New York City and Long Island, Investors Bank delivers personalized services and products tailored to the needs of its customers. Investors’ consumer banking services include complete deposit products, online banking, home equity loans and lines of credit and a full array of mortgage loans. Serving the business community, Investors provides deposit accounts, cash management services, business loans and lines of credit, and commercial real estate financing solutions to small and middle market companies, professional services firms, municipalities and other businesses. Investors Bank is a member of the FDIC and an Equal Housing Lender.

INVEST Financial Corporation, member FINRA, SIPC, a Registered Broker-Dealer and Registered Investment Advisor, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products. Products are: Not FDIC or NCUA insured; Not deposits of, obligations of, or guaranteed by any bank or credit union; Subject to investment risk, including the possible loss of principal amount invested.

INVEST, Investors Bank, and Invest Financial Group are independent entities.

INVEST Contact:
Melissa Hernandez, 303.224.7572
External Communications Manager
[email protected]

Source: INVEST Financial Corporation



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