Faith Investment Services recently celebrated its 15th anniversary as a financial firm in Bluffton. Gary Reese started in the financial services industry in 1987 and transitioned to owning his own firm in October, 2003. He has been a successful Financial Adviser with Faith Investment Services since 2003. He is registered with cfd Investments based in Kokomo, Indiana.
Faith Investment Services will be moving to a new downtown location in December. The new location will be 101 N. Main Street rear, behind "Wonderfully Made" Boutique. Faith Ventures LLC (owned by Reese's wife, Shannon) recently purchased and renovated the building, which also houses "Wonderfully Made" and two residential apartments.
Gary Reese and his staff will be available only by appointment in the new location. Faith Investment Services specializes in retirement planning (beginning 5-7 years before retirement and forward); Biblically responsible Investing, which is a means of aligning your investments with your values; and Social Security timing.
One of Faith Investment Services' core values is to 'only work with those who want to work with us.' This means that the adviser-client relationship begins with a conversation, a time of listening and assessing needs, and there is no pressure along the way. There is no cost for a conversation.
Appointments can be made via email at [email protected] or by phone at 419-358-4207.
Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Faith Investment Services, LLC is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
