Intervest International's team of Certified Financial Planner licensees and associates offers wide-ranging expertise in the financial planning arena, to include budgeting, debt consolidation, college planning, retirement planning, estate planning, employee benefits, business succession planning, and securities and insurance selection. The Intervest International advisor network gives your advisor the opportunity to discuss problems and solutions with other Intervest International financial service professionals, giving you the benefit of multiple advisors' viewpoints and ideas.
For a list of the Intervest International advisors in your area, click on the "Contact Us" link for our main office in Colorado Springs.
Products and Services
Intervest International offers a robust selection of products and services to meet your financial needs. Since Intervest International has NO proprietary products or "captive" agency relationships, your Intervest International advisor can "shop around" on your behalf to select the right products and services for your unique financial situation.
Intervest International is headquartered in beautiful Colorado Springs, Colorado, at the base of the Rocky Mountains. For contact information, including a main office E-mail directory, please see the Contact Us section.
Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.