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Investments

Jorgensen Financial Services

Jorgensen Financial Services is an independent financial services firm. We have chosen INVEST Financial Corporation as our broker dealer through who we have access to an almost endless number of outstanding companies, products and services to meet the investment, insurance and financial planning needs of our clients.

At Jorgensen Financial Services we pride ourselves on our low pressure and educational approach to investing and financial planning. A typical new client experience with our firm involves a first meeting whereby the prospective client meets with George in an informal and relaxed setting where we discuss any issues that the client wishes to discuss. This also affords George an opportunity to ask a number of questions to best ascertain the specific and individual circumstances surrounding the client. The second goal of that first meeting is to give the client the opportunity to "kick the tires" to better determine whether or not they wish to enter into a working relationship with George and Jorgensen Financial Services. It's important to note that all successful financial relationships revolve around one key element and that is "trust". Only through trust can a relationship between an investor and investment professional be successful.

At the end of the first meeting, George will respond to the client in writing, addressing the specific issues that were discussed and offer recommendations. Once the client has reviewed that information at their convenience, a second meeting is scheduled whereby a more in depth discussion occurs about specific investments and products.

If you would like to contact George directly through his email you may at george.jorgensen@investfinancial.com


George Jorgensen is a registered representative of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products.  INVEST is not affiliated with Jorgensen Financial Services or First Security Bank or its affiliates.
        
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.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives 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 BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation’s Privacy Policy

Investment products are not FDIC insured, are not obligations of or guaranteed by First Security Agency, Inc. or First Security Bank-Hendricks or any of their affiliates, and involve investment risk, including the possible loss of principal invested.

Not a Deposit
Not FDIC Insured
Not Insured by any Federal Government Agency
Not Guaranteed by the Bank

 

 
 

Please don't send sensitive information such as your account numbers or any other personal information since internet e-mail is NOT secure.

 

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