Invest Financial Corporation

Visit us at 701 West Broadway, Enid, OK 73701. Bank of the West is a trade name of BMO Harris Bank N.A. who provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. BMO Harris Bank N.A. Member FDIC. Equal Housing Lender.

Morgan Stanley, founded in 1935, serves as a financial advisor to companies, governments and investors. Its institutional services include investment banking, investment research, and sales and trading. The company offers a range of investment products to individual investors that include bonds, mutual funds, annuities, futures, investment policies and closed-end funds. Morgan Stanley also offers a range of merger and acquisition services that include joint ventures, divestitures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts and takeover defenses. Its investment banking services cover a range of industries that include consumer products, communications, energy, health care, real estate, retail, technology and transportation. The company has more than 54,000 employees in over 25 countries.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy