Our Qualifications

Prudent Investor Services Inc. has been helping both individuals and businesses for 17 years.

All of our advisors hold various professional designations and are qualified to use a  variety of investment and insurance products to meet your needs and goals.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.